Invoice Reports

Organization may define reports summarizing invoice data. These reports can be shared with the employee portal. If any reports have been created and shared, they will appear on the Invoice Reports page.

Viewing Reports

To view report data,

1. Select a report definition in the first dropdown
2. Select a date to query on (default: Invoice date)
3. Select date range (using the Date Navigator)
4. Move to past date ranges using the navigation arrows

Exporting Data

To export the current report data,

1. Click the Export button
2. Select a file type (CSV can be opened in Excel)