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When you click the name of the report you want to view, you will be presented with a search window. Use the search window criteria to restrict the information that will appear in your report. (Note: Each report has some default settings loaded, so if you simply hit Search, a high-level report will be generated.)
Each report search window has a similar format; the left displays a number of text fields and check boxes, while the right displays search criteria in topic groups, which you access by clicking drop-down arrows.
Date range
Report search criteria screens that are pre-populated with date ranges use the same date format as that specified in your regional settings.
If the report also contains a statement period selection list and you select a period, any date range values automatically disappear. Likewise, if you select a date range, any selected statement period disappears.
Wildcard character
Shared Travel Services reports allow for wildcard searching (use of the % character) within account code fields. For example, if you enter GL% in a GL Code field and %123% in a CC Code field, that search would find all transactions coded to a GL code starting with GL and coded to a CC code that contains 123. If the Project field was left blank, it would not matter what project code the transaction was coded to.
Merchant Category fields also support the wildcard character when searching by merchant category name. For example, if you enter %or, the search could potentially find transactions for suppliers belonging to the Florists or Book Stores merchant categories.
Report templates
The majority of Shared Travel Services reports (those with a comprehensive selection of report criteria) give you the ability to create a report template. This functionality allows you to save the search criteria you use regularly, making it quicker and easier to run the same report in the future.
The functionality resides in the Report Templates section of the report's search criteria window. After selecting your search criteria and clicking the Save Template link, you can name your template. The template (and its associated search criteria) will now appear for selection with every future use of that particular report.
Some administrators also have the ability to save a report template as a company-wide template for all users to use, so you may find generic templates like these appear for your optional selection.
Column sorting and filtering
Some reports, such as the Transaction Search - Company and Account Search, allow you to sort their result columns alphabetically or numerically. Sorting is achieved by clicking the column heading, and a sort indicator (
or 
) tells you if the values are ascending or descending. Columns can be sorted across all report views (summary to transaction). Note: This functionality is not supported in Microsoft Internet Explorer 6.
Searching the results of your report search for a particular value is also available in the lowest-level view of some reports. By clicking the Filter option that appears above the results list and typing a value in the All Results field, you can search for a value in any column.
Warning: If certain returned row thresholds are exceeded, the solution automatically disables the report's sorting and filtering capabilities to ensure performance is not affected.
Pink highlighting
A value is highlighted pink when the spend is more than 20% greater than the company average for the period. The further the value from the company average spend, the darker the shade of pink. For example, if the company average for the period is $500 and a user spends $1000, their value will be shaded a darker pink than someone who spends $750. A user who spends $600 has no shading at all (because the spend has to be more than 20% greater than the average).