NetXpress

Reporting


What is the Reporting page?

How do I use the Reporting page?

How do I generate a report from the Order History page?


What is the Reporting page?
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The Reporting function allows you to extract a copy of your order history. This enables you to create your own ad-hoc reports, and makes it possible to upload this data into another application, such as an accounting package.

Some organisations use the receipt data from this page to approve payment of the invoice.

 
Screenshot of the Reporting page

Start Date: This field is where you enter the date that the Report will begin.

End Date: This field where you enter the date that the Report will end.

Account Code: This field allows you to choose the cost centre(s) you wish to report on.

Status: There are 3 options to select from. These are: All, Sent, or Receipted.

Extract type: There are 2 options to select from, these are: Summary or Detail. Summary produces information at the header level only. Detail shows all information at the line level.

Download as: There are 2 options to select from, these are: CSV or Zipped CSV. If you choose a large date range it is recommended you extract the file in the zipped format.

Get Report button: Once the above fields have been completed, click this button to display or download the report.


How do I use the Reporting page?
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Prerequisite: You must have the Reporting page displayed.

  1. In the Start date field enter the date the Report is to start.
  2. In the End date field enter the date the Report is to end.
  3. Select the account code that you wish to report on (if applicable).
  4. Select a status of either All, Sent or Receipted.
  5. Select an extract type of either Summary or Detail.
  6. Select how the Report is to be downloaded, options are: CSV or Zipped CSV.
  7. Click the Get Report button.

The selected Report is displayed.


How do I generate a report from the Order History Page?
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Prerequisite: You must have the Reporting function turned on within settings.

  1. Navigate to Order History page.
  2. Use the search and filters to refine your search.
  3. Click on Itemised Report or Summarised Report to generate a report

The selected Report is downloaded as an Excel file.