Finding Reports

This topic describes how to use the filters and keyword search on the Report List screen to find a specific report that you want to run or modify.

To find a report:

1. Select Reports > Report List to view a list of the reports that are available to you.

2. To search the Report List, enter one or more keywords and click Search. The search is performed against the report name and description in the displayed list.

   

3. To filter the Report List, select an option from each filter as applicable. You can make selections in multiple filters. Each successive choice continues to filter out results from the current view of the list. The table below lists the options in each filter.

    

   Report Type	Report Category	Output Format	Schedule
   	* SUA Payables is included only if your organization has enabled Single-Use Accounts.

4. Click the plus sign next to a report name to display the report summary, which includes the report description, report columns, output file type, and owner's name. This information may help you decide which report you need. You can also click the name of a report to view the report settings.

   

Tips

• Shared reports: Reports that have been shared to your role only appear in your Report List when you are using that role. For example, if you have both the Card Holder and Manager roles, a report shared with cardholders will not be visible to you when you are using your Manager role.

• Shared reports for root PAs: If you are a root PA (a program administrator at the root level of the hierarchy), you can make a copy of a report that has been shared with your role and customize it as needed. This prevents you from inadvertently editing another PA's report. If you delete a report that has been shared with your role, the report will also be deleted for the PA who created the report and for all roles that the report was shared with.