How do I view and download a Purchase report?
The following purchase reports are available:
- Purchases Ledger
- Purchases by Transaction Type
- Purchases by State
- Purchases by Counterparty
Purchase Ledger
To generate a Purchase Ledger report:
- Click the Reports tab
- Click the Purchase tab
- Select the Company Name and Date Range
- Click the Search icon to fetch and display the report
- Click Download to download the report
Purchase by Transaction Type
To generate a Purchase by Transaction Type report:
- Click the Reports tab
- Click the Purchase tab
- Click the Advanced Filtering link
- Select the required Transaction Type from the drop-down list
- Click Apply to view the report
- Click Download to download the report
Purchase by State
To generate a Purchase by State report:
- Click the Reports tab
- Click the Purchase tab
- Select the Company Name and Date Range
- Click the Advanced Filtering link
- Select the required State from the drop-down list
- Click Apply to view the report
- Click Download to download the report
Purchase by Counter party Report
To generate a Purchase by Counter party report:
- Click the Reports tab
- Click the Purchase tab
- Select the Company Name and Date Range
- Click the Advanced Filtering link
- Select the required CTIN from the drop-down list
- Click Apply to view the report
- Click Download to download the report