Commercial Cards Reports allows you to setup, schedule, manage and email Commercial Cards reports. Report Profiles can be run on an ad hoc basis, scheduled to run at a particular time and saved for future use. Only saved reports are displayed on screen.
- Click on a row to view the View Report Profile screen
- Right-click on a row to Run, Edit, Copy or Delete a Report Profile
|Change the View to display Scheduled and Not Scheduled reports.
|Click New to create a new Report Profile.
|Edit a Report Profile.
|Copy a Report Profile.
|Delete a Report Profile.
|Group data on the screen by predefined criteria.
|Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records.
|Export the records on screen into a CSV file.
|Refresh the records on screen.
|Use Settings to save the View and Group selected.
For information on how to customise grids, click here.
|Click to download the Report Profile.
|Date and time the report was last updated.
|Name of the Report Profile.
|Type of report:
|File Type: XLSX or PDF.
|For Scheduled Report Profiles, the frequency of the report:
|Previous Run Date
|Previous date and time the report was generated.
|Next Run Date
|For Scheduled Report Profiles, the next scheduled run date and time.
|For Scheduled Report Profiles, the end date of the scheduled report.