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Reporting

A comprehensive suite of real-time online reports come standard with Spend Dynamics. These reports are interactive and dynamic, with drill-down functionality, allowing you to analyze, review and monitor all aspects of your business spend.

The reports you can access are determined by your issuer and company configuration, and by the report group you belong to in the system. Reports are clustered into groups and employees are then linked to the groups that contain the reports relevant to them. If you do not have access to a report you believe you should be able to view, contact your internal administrator.

The Reports menu is structured so each report sits under a category heading, for example, My Information, Expenditure Analysis or Company Administration.

To reduce information overload, most reports present a high-level summary of the information on first view. To identify where you can drill down to a greater level of detail, move your cursor over the report and see where the cursor changes to a hand pointer.

As you drill down to different levels of any report in the system, your trail is recorded at the top of the screen. For some reports, the levels display as a hyperlinks, allowing you to easily return to a previous view of the results.

To find out the purpose of a particular report, click the help icon White question mark in grey circle with white outline or information icon White small letter 'i' in blue circle that appears in the top-right corner of the report search window.

In this chapter

Report search criteria

Export report data

Scheduled reports

My information reports

Expenditure analysis reports

Company administration reports

Usage and monitoring reports

Bank of Montreal reports

Statement manager report

Card activity report

Account listing report