Viewing and maintaining reports

You can view, maintain and download a range of standard reports in a choice of formats, listed by category. The number of available reports can change over time.

A larger set of reports are available to your account manager, if you have one, which they can run on your data. Such reports can be added to your access if found useful. Also, any ad hoc report can be hooked up to our periodic report generation system, and delivered to an email list or a URL for you to use.

Generating and setting parameters for a report

1.       Select Reports from the left-hand menu.

2.       Select the title of a report. A window opens in which you can set various parameters for the report, for example date ranges, payment status, currency and format. Format includes web page, Excel spreadsheet and HTML.

3.       Click the Generate button to create the report.