Run/Subscribe to Reports in Lighthouse Business Manager

Description: Learn how to run and subscribe to reports in Lighthouse Business Manager (LBM).

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Generate a Report

1. Access LBM by going to https://lh.shift4.com/sign-in.
   
2. Enter your email address and password in the fields provided and select Sign in.
   Note: Use the Forgot Password link if you are unable to sign in.
3. In the left navigation bar, select Reporting > Reports.
   
   
4. From the Reports tab, select a report type from the first dropdown on the left (your options may be different than those shown in the image below). 
   
5. Use the Select a Report dropdown to choose the report you wish to view.
   
   

6. Use "Select a Period" to select the range for the report you wish to view. You can use the calendar to set a custom date range or choose from one of the options presented.

   When you have set your range, press Generate. Your report will be rendered below the selection fields.
   

7. After you have generated the report, you may Download the report. 
   Depending on the type of report, you may have CSV, Excel, or PDF as options (not all reports have all download types available). 
   
   
8. You may send the report to a printer associated with the computer you are using by selecting Print.

Subscribe to a Report

By selecting the Subscribe button, you have the option to subscribe to a report via email.

• Locations: Which locations from the ones linked to the Lighthouse account should this email include
• Product: The software type being used for the report
• Report: The name of the report requested
• Emails: The email addresses you want the report emailed to
• Frequency: How often the report should be emailed
  • Monthly gives a choice of the day
  • Weekly gives a choice of the day
  • Daily gives the option to choose Last Day or Current Day
• Day of Month: Select the date to send the report
• Time: What time you would like the email to be sent
• Export Type: The format of the report. The options can vary depending on the report type:
  • CSV
  • PDF
  • XLS
• Subject line: The subject for the email

Fill in the required fields and select Subscribe.