Admin Spending Account Transaction Report

The Admin Spending Account Transaction Report is designed to provide you with information about the use of spending accounts. 

You can use conditions options to filter results and narrow the scope of the report.

The condition options are a combinatorial filtering mechanism which means that choosing multiple conditions applies to the entire result set.  If you select a company and an account type, the report will only return those transactions which meet both criteria.

Conditions:
   1. Company: The list of all buyer companies.
   2. User: The list of all users.If you select a company, the user list will be limited to users within that company.
   3. Account Type: The list of all account types.
   4. Account: The list of all accounts.
   5. Date Range: Based on the order submitted date.
   6. Time Span: A list of set date ranges.

“Display Columns” is a list of all columns that comprise the Product Report.  The list is provided to allow for the narrowing of a report to show the desired columns of information.  The list is multiple-selection enabled (hold the Ctrl key down as you select with your mouse).  The Conditions criteria will still apply if the column is not selected for display.

The Preview button returns the result of the report to a tabled grid in the lower portion of the page.  It is intended for a quick inspection of report accuracy. 

The Download button returns the result of the report in a comma delimited format which is fully supported in Microsoft Excel as well as all other major spreadsheet applications. You will be prompted by your browser to save or open the file.  The file is always named by the default value of "Report.csv."  Once saved to your local computer, your spreadsheet program should open the file normally with each column separated as intended.  If the file does not delimit by the comma, consult your software's documentation regarding the use of comma delimited files.

The Save button stores the entire Conditions and Display Columns selection, along with the provided Report Name, to your Saved Reports list. 

The Cancel button reverses all of your selected properties and returns you to the Saved Reports list.
 

Reference Material: None

Related Articles:
Navigate to Reports
Saved Reports
Spending Accounts

Labels: Reports, Spending Accounts, Spending Reports