Can I generate a report to show how I have onboarded a customer?

  • Once logged into your portal, select Connections on the left-hand panel.
  • Search for your customer using the search field at the top of your screen. Once the results are available, click on the customer's name, this will open a new Connection Information window. 
  • Select Report from the left-hand panel or at the bottom of the window.
  • Choose your date range and select Confirm.
  • A report will be generated with the relevant onboarding information included. You also have the option to download this report as a PDF.  

Note: This feature is available even if you are using a free account. If you would like to use this functionality for all your customers by connecting with them using valid8Me, please leave your details here and we will get straight back to you.