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How to access your Monthly and Quarterly reports in the Customer Portal

Your Monthly and Quarterly Business Reviews (MBRs and QBRs) are no longer sent as email attachments. This article explains where to find your reports, how to download them, and how to get access if you don't have it yet.

Your reports are now stored securely in the Sonder Customer Portal. When a new report is ready, you'll get an email telling you so, with a link to the Portal where you can download it. This keeps your reports secure and puts all your past reports in one place.

Before you start

You'll need Super Admin access to the Customer Portal to view and download reports. A Super Admin is a Portal user with full access to your organisation's account.

If you already have Portal access, you can go straight to the steps below. If you don't, see "If you don't have portal access yet" further down.

How to download your report

  1. Go to the Customer Portal and log in.
  2. Open the Reports tab.
  3. Search for your report by name, or filter by report type and date.
  4. Click the Download button next to the report you need.
  5. Wait a few minutes for the download to finish.

If you don't have portal access yet

If you previously received your reports by email before this change but don't have Portal access, you'll receive an email explaining how to get set up.

  1. Ask an existing Super Admin in your organisation to give you Super Admin access to the Customer Portal.
  2. Once you have access, log in to the Portal to view your reports.
  3. Subscribe to MBR and QBR email notifications so you know when each new report is ready.

Please note: Every organisation currently has 20 Super Admin seats, which is enough for everyone who receives MBRs and QBRs.

Managing your report notifications

You can turn MBR and QBR email notifications on or off in the portal at any time. For step-by-step instructions, see the Reporting in Portal Guide.

Frequently asked questions

Why can't I get my MBR or QBR as an email attachment anymore?
Storing reports in the Portal means they're available sooner, are stored securely, and makes your past reports easier to find. You can still get an email notification each time a new report is ready.

Can I view reports if I'm not a Super Admin?
Not yet. For now, only Super Admins can view reports. An update coming soon will let other users see reports based on their data permissions.

How do I get Super Admin or portal access?
An existing Super Admin in your organisation can set up your access. See "If you don't have portal access yet" above.

How do I find out who our Super Admin is?
Contact the Sonder Customer Support Team at customer.support@sonder.io to let you know who your organisation's current Super Admin is.

What if our only Super Admin has left the organisation?
Contact the Sonder Customer Support Team. They'll arrange Super Admin access for a new person and remove access for the person who left.

How do I stop receiving MBR and QBR notifications?
Log in to the portal and update your notification preferences. The Reporting in Portal Guide has step-by-step instructions.