CashBox Portal User Guide
CashBox for Salesforce
CashBox provides a reporting interface which allows you to create both on-demand, and scheduled reports.
Use on-demand reports to generate reports on the fly. These may be rendered as HTML, or downloaded as CSV files.
Use Scheduled Reports to create a repeating Report schedule, or to schedule reports which require significant processing time ro run during your off-hours.
Some reports may be both scheduled, and created on-demand. If you choose to generate these reports as CSV files, rather than HTML, they will be listed on the My Reports page. If you choose to schedule them, rather than run them immediately, they will be listed on the My Scheduled Reports page. For both types, CashBox will issue an email notification of completion for CSV reports.