T2 Iris — Setting Up Transaction Reports

This guide covers configuring two scheduled transaction reports in T2 Iris: an on-demand This Year report and a recurring daily Yesterday report.

Both reports use the same base configuration. Only the date range (and the schedule, for the Yesterday report) differ.

Report 1: All Transactions — This Year

Path: Reports → Report

Step 1: Report Type

• Type: Transaction - All

Step 2: Report Details

• Type: Details
• Transaction Date/Time: This Year
• Location Type: Location
• Locations: Check All Locations (Freeway Lot, Jefferson Lot, Unassigned should all be checked)
• Include archived pay stations: Yes
• Space Number: N/A
• License Plate: (leave blank)
• Ticket Number: All
• Coupon Code: N/A
• Other Parameters — Transaction Type: All
• Output Format: CSV

Step 3: Report Schedule

• Schedule: Submit Now
• Email: Enter the recipient email address, then click the + button to add it — it must appear under Current Email before saving, or it won't be included.
• Click Save.

Report 2: All Transactions — Yesterday (Recurring)

Path: Reports → Report

Step 1: Report Type

• Type: Transaction - All

Step 2: Report Details

Same as above, except:

• Transaction Date/Time: Yesterday

All other fields (Location, archived pay stations, Space Number, Ticket Number, Coupon Code, Transaction Type, Output Format) are configured identically to Report 1 above.

Step 3: Report Schedule

• Schedule: Schedule
• Title: Previous Day
• Start Date/Time: Set to the desired first run date/time (e.g. 08/07/2025 03:00 AM)
• Repeats: Daily — Once Every 1 Day(s)
• Email: Enter the recipient email address, then click the + button to add it — confirm it appears under Current Email before saving.
• Click Save.

Notes

• The + button after entering an email is required in both flows — without it, the address won't be attached to the report and it will save with no recipient.
• Output format is CSV for both reports, not PDF.