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 Reports > Standard Reports. From the Billing tab, select the Enterprise Custom link.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Enterprise Custom Billing Report Grants access to Enterprise Custom Billing Report, which displays all learning transactions for a specified date period. A variety of filter and grouping options are available when running the report. Reports - Billing

Filters

  • 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

Output

  • Printable Version link to view the results in a web page, or Export to Excel link to save/open as an Excel file