Downloading Periodic Archive Report

Introduction

This topic outlines the step-by-step procedure for downloading a periodic archive report using the XY Stylist application. The periodic archive report provides comprehensive data for a selected date range, ensuring easy access for compliance and review purposes.

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Steps to Download Periodic Archive Report

1. Sign in to XY Stylist

   1. Enter the Auditor's email address (for example, auditor@xystore.com) in the Username field.

      

   2. Enter the corresponding password in the Password field.

      

   3. Click Continue to proceed.

      

2. Navigate to the Periodic Archive Section

   1. Click the burger menu (☰) located in the top-left corner.

      

   2. Select PERIODIC ARCHIVE from the menu to access the periodic archive page.

      

3. Enter Archive Details

   1. Name: Enter a name in the Name field to label the report.

      

   2. Start Date:

      1. Click the Start Date calendar icon.

         

      2. Select the desired start date for the report.

         

   3. End Date:

      1. Click the End Date calendar icon.

         

      2. Select the desired end date for the report.

         

4. Generate the Report

   1. Click Add to generate the archive report for the specified period.

      

5. Download the Report

   1. Locate the generated report in the Archive File column.

      

   2. Click the file in the Archive File column to download the periodic archive report.

      

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Note

• Ensure you specify the correct date range to retrieve the desired report.
• Verify that you have appropriate permissions and credentials to access the periodic archive.
• For any discrepancies or issues, contact the support team for assistance.

This procedure ensures a seamless and efficient way to access periodic archive reports for operational and compliance needs.