Skip to main content

How to preview iVerify Automation Report before it's sent (IVerify)

You can preview what your iVerify Automation Reports will look like before they're scheduled to run or sent to recipients. This allows you to review the format and content to ensure everything meets your expectations.

Before You Begin

Make sure you have:

  • iVerify Automation Reports already configured in your iVerify Settings

  • Access to the iVerify Automation Report Log section

  • At least one automation report that has been set up (even if not yet run)

Steps

  1. Navigate to iVerify Automation Report Log
    Go to the iVerify Automation Report Log section in your dashboard.

  2. Select your date range
    Choose the date range you want to preview the report for.

  3. Click "View"
    Click the "View" button to generate and display the preview of what the automated report will look like.

Expected Result

You'll see a preview of the iVerify Automation Report showing exactly how it will appear when sent to your configured email recipients. This preview includes the same formatting, data, and layout that will be included in the actual automated report.

šŸ’” Tips

  • Use this preview feature to verify report formatting before your automation goes live

  • Check that all necessary data fields are displaying correctly

  • Review any branding elements (like logos) to ensure they appear as expected

Related Resources

For help setting up iVerify Automation Reports initially, contact support for guidance on configuring your automation settings and notification preferences.

Did this answer your question?