Enterprise Custom Report
Display all transactions in the system. If a purchase is made using a custom payment type, then the custom payment type appears within the report as a cost center.
To access the Enterprises, go to Enterprise Custom link.. From the Billing tab, select the
- Date Criteria -filter your results based on Registration date range. Note: Date Criteria is always implemented using UTC (Coordinated Universal Time).
- Provider - filter the results for training from a specific training provider/vendor or select All for all training Providers/Vendors
- Transaction Type - filter by Debit, Credit, Penalty or Adjustment
- Group By - select to group report by Cost Center, Provider, User or Manager
- Filter By - select currency to filter (If using Currency Conversion)
- Convert To - select currency to which all monetary fields will be converted
- Exchange Rate - select Client or Cornerstone
- Printable Version link to view the results in a web page, or Export to Excel link to save/open as an Excel file