Credit Card Reports

There are two credit card reports available:

• Credit Card Charges – all the charges that have been made
• Credit Card Summary -- the total of all charges by their mode and status

Both of these Reports are available from the main Credit Cards page, under Actions.

Click a report title to run the report.

You can also access both reports in the Reports section by clicking Reports on the Main navigation.

• On the Reports window, click the Financial tab.

• Look under Payments for the Credit Card Charges and Credit Card Summary reports.

• Click a report title to run the report.

  

  Credit Card Charges Report

  

  Double-click a row to see details.

  

  Credit Card Summary Report

  

  Export a Report

  To export a report, click ACTIONS, and then click one of the export options: PDF, XLS, or CSV.

  

  You will be prompted to save the exported file.