Last updated: February 16, 2016

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Presentation transcript:

Last updated: February 16, 2016 P2P Reporting Last updated: February 16, 2016

P2P All: Reporting Run a Public Report 1 1 2 3 2 3 Click Manage from the command bar and select Public Reports. Use the arrows to expand the SCC Reports folder and the sub-folder you want to open. Scroll to the report you would like to run within the selected folder. Click its name and select Open. 1 1 2 3 2 3 Page 2

P2P All: Reporting Work with the Report D E A B A C B C D E E View the report as a Chart. Add the chart to you Home, Procurement, or Invoicing Dashboard. Switch between Detail View and Aggregate View. To export the report to Excel, click Export and follow the prompts to open the file. To export the report to a .csv file, click Actions and select Configure Export. Then, select Comma-separated value (CSV) format and click Export Data. A B A C B C D E E Page 3

P2P: Reporting Run a Prepackaged Report 1 1 2 3 2 3 Click Manage from the command bar and select Prepackaged Reports. Scroll to the type of report you would like to run. Click the folder name and select Open. Scroll to the report you would like to run within the selected folder. Click its name and select Open. 1 1 2 3 2 3 Page 4

P2P: Reporting Run a Prepackaged Report (continued) 5 4 4 5 6 6 (Optional) Refine the data by choosing dates, values or variables from the field choices in the Refine Data section. Click View Report to run the report. View report data. The options for working with the report are the same as the ones available for a Public Report. 4 4 5 6 6 Page 5