How to see which user billed to a particular account

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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.

Document revision date: 2018/10/12

Software version: 2.2.49.3

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