Reports
A record of each deal you create is recorded in our database. There are a number of predefined reports that display information about payment and deal history. With the search criteria available in the section, you can review all your account activity and create reports any time you require the information. In each report, you can customize your view to sort and organize key information.
When you perform a search in the Reporting section, you can specify as much or as little information as you want. A more detailed search lets you create customized reports for yourself and your team. The results are immediately displayed, and you can print or export the results to an Excel file, which can then be used with your own accounting software.
If your company has one or more divisions and affiliates, you will see a search filter on the reporting pages that allows you to view information for a specific division or affiliate.
From , click , and then choose the type of information you want to see.
Note:
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For information on generating Multi-Currency Account reports, see Viewing Multi-Currency Accounts activity.
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For information on generating User Limit Activity reports, see Audit Logs.