User Report

Display all transactions grouped by users. If a purchase is made using a custom payment type, then the custom payment type appears within the report as a cost center.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
User Billing Report Grants access to User Billing Report, which displays all learning transactions for a specified date period, grouped by user. 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 Price, Refund, Penalty, or Adjustment
  • Status - filter on specific Status or All
  • Filter by - select currency option to filter by if applicable
  • Convert to - select convert rate if applicable and choose Client or Cornerstone exchange rate

Output

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