As an Administrator or Finance manager, you can log into your admin portal and find the Financial Reporting tab on the left sidebar.
You can find all the published reports for your company in the Reporting files sub-menu and you can filter to find the specific report or period faster.
You can also download the report when you click on the "download" sign before the name of each report. Your latest report will be marked with a ⭐.
Note that the reports on this list is all report files uploaded for you by your Optio client services representatives. Any reports created through the self-service reporting tool by yourself or Optio will not be listed as a file here but instead an interactive report under Reports List.