How to see which user billed to a particular account

  1. Home
  2. Knowledge Base
  3. How-to Guides
  4. Reporting
  5. How to see which user billed to a particular account

How to see which user billed to a particular account

  • Open PDReports.
  • Navigate to Usage Reports > All Usage Reports > Grouped by Account Code.
  • In the Report Type frame, change the option to Detailed. This will show you every transaction.
  • In the Time Period frame, choose the period over which you want data. Change the drop-down to Custom in order to pick your own dates.
  • Tick the Include 2nd level group checkbox and choose User from the Group by drop-down.
  • Click the Filter Accounts tab.
  • Tick the Filter accounts checkbox.
  • Tick the Account that you are interested in.
  • Click Open Report.

How to export a report

  • Once the report is open, click the button in the top left.
  • Change the Save as type drop down to the format you would like (e.g. Microsoft Excel 97-2000).
  • Browse to where you would like to save the file.
  • Enter a name for the file in the File name text box.
  • Click Save.

Document revision date: 2019/05/09
Software version: 2.2.53.0

Article Attachments

Related Articles