Report Profiles
Create a New Report Profile
STEP | ACTION |
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1 | Go to the Commercial Cards > Reports screen |
2 | Click New on the Control Bar:
If you have not created any Report Profiles, click New Report:
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3 | Select a Report Type from the drop-down list. Choose from:
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4 | Complete the Report Format and Report Content for the relevant Report Type as detailed below:
Cardholder Activity Report
The Cardholder Activity Report can only be run for one Billing Entity at a time, however multiple reports profiles can be created for each Billing Entity. PDF statements can be downloaded from e-Statements within the Accounts menu.
Card Level Limit Utilisation Report
Card Report
Non-Purchases Transaction Report
Supplier Groups Report
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5 | To generate the report without saving it for future use, click Run and Download Report Now
Please note, if there is no data recorded in the selected date range, then there will be no statement data generated.
To save the report for future use or to create a Scheduled Report Profile, click Continue to Schedule & Save and complete the Schedule Details and Profile Details from Step 6. |
6 | Enter the Schedule Details:
Enter the frequency of Repeats from the drop-down If None is selected, the report will not be scheduled and can be generated at the user’s request.
Daily
Weekly
Monthly
Enter the Profile Details:
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7 | Select Save Report Profile to save the report.
RESULT: Report is now saved to Report Profiles.
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Run and Download a Report Profile
STEP | ACTION |
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1 | Go to the Commercial Cards > Reports screen |
2 | From Report Profiles you can run and download the report using one of the following methods:
RESULT: The report will be created and available to download.
Please note, if there is no data recorded in the selected date range, then there will be no statement data generated.
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View Report Profile
STEP | ACTION |
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1 | Go to the Commercial Cards > Reports screen |
2 | Click on a report from Report Profiles
RESULT: The View Report Profile screen will be displayed.
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Edit Report Profile
STEP | ACTION |
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1 | Go to the Commercial Cards > Reports screen |
2 | From Report Profiles use one of the following methods to edit the report:
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3 | Edit the Report Profile details as required |
4 | If required, select Run Report after Saving checkbox |
5 | Select Save Changes
RESULT: A message is displayed advising that the Report Profile has been saved.
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Copy Report Profile
STEP | ACTION |
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1 | Go to the Commercial Cards > Reports screen |
2 | From Report Profiles use one of the following methods to copy the report:
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3 |
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4 | If required, select Run Report after Saving checkbox |
5 | Select Save Report Profile
RESULT: Report is now saved to Report Profiles.
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Delete Report Profile
STEP | ACTION |
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1 | Go to the Commercial Cards > Reports screen |
2 | From Report Profiles use one of the following methods to delete the report:
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3 | Select Delete Profile in the confirmation pop up window
RESULT: The selected report profile has been deleted.
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