Creating a Report

In Corpay Complete, the Reports module allows users to access and generate reports. Both pre-configured reports and customized report requests are available. Requests for customized reports may require additional time to process and complete.

This article describes how to create a new report in the Reports module.

Note: The visibility of fields and information in Corpay Complete is based on roles assigned to users to users and Company configuration. As a result, some fields and information may not be visible or may only be available in a view-only format.

1. On the Existing Reports tab of the Reports page, click the Create New Report button.

2. On the Create Report dialog, select a category from the Category drop-down. The dialog will expand automatically.

   Note: This example uses the PO & Invoice category, but the following steps are similar for other categories.

3. Complete the following fields in the Create Report dialog:

   Note: Required fields are noted with a red asterisk.

   

   1. Report Type – Select the type of report to be created. In the following example, an Invoice Detailed Listing report will be shown.

      Note: Available and visible fields in the Create Report dialog will vary depending on the selected Report Type.

   2. Date Type – Select the Date Type drop-down to filter the report by a specific date type:
      • Invoice Date
      • Submit Date
   3. Start Date – Click the Start Date field and use the calendar widget to select a start date for the report.
   4. End Date – Click the End Date field and use the calendar widget to select an end date for the report.

      

   5. Vendor – Start typing to search, then select a Vendor.
   6. Invoice Status – Select the drop-down to filter the report by a specific invoice status:
      • All
      • New
      • Pending
      • Open
      • Closed
      • Rejected
   7. Has External Date – Click the Has External Date drop-down to filter the report by whether the invoice has an external date.

      Note: This functionality relates to whether the invoice was paid outside of Corpay Complete.

      • True – The invoice has an external date.
      • False – The invoice does not have an external date.
   8. Export Format – Select an export format for the report:

      Note: The availability of export formats may vary depending on the selected report.

      • CSV
      • XLSX
   9. Export Destination – Select an export destination for the report:
      • Download – The report will be automatically downloaded to the designated Web Downloads folder.
      • Email – If Email is selected, a field to key in email address(es) will display and the report will be emailed to the specified email address(es).
      • SFTP – This option is used for secure file-transfer protocol (SFTP). Select this option if the Company has a valid integration setting for SFTP.
   10. Exclude Header Description – This checkbox excludes column headers on the report. Corpay does not recommend checking this box.
   11. Create – Click the Create button to generate the report. A report may take anywhere from one to ten minutes depending on the Company account and the amount of data in the filters.

4. The New Report dialog will display.

5. The Existing Reports tab will display, and the report will begin generating. Users may need to refresh their screens for the status to change to Completed.

6. Once the status changes to Completed, the report will be delivered as specified in the Export Destination.

   Note: Reports can be downloaded at any time after their completion using the Download  icon in the Actions column.