Accessing and Creating Reports

In Corpay Complete, the Reports module can be used to access and create reports. Users can also utilize pre-configured reports or request customized reports. Note that a request for a customized report may take additional time to process and create.

This article describes how to access the Reports module and create a new report in Corpay Complete.

NOTE: The visibility of pages and information in Corpay Complete is based on roles assigned to users by a company as well as company configuration. As a result, some pages and information may not be visible to you or may only be available in a view only format.

1. Log in to Corpay Complete.

2. Select the Reports menu item from the left-side navigation pane.

3. The Reports page will open to existing or previously run reports. The following options will display:

a. Create New Report: Select the Create New Report button to create and run a new report.

b. Recurring Report: Select the Recurring Reports button to see any recurring reports or to schedule a new recurring report.

c. Previously Run Reports: This section displays all previously run reports. Any previously run reports can be downloaded from this section.

4. Select the Create New Report button.

5. On the Create Report dialog, select a report category from the Category drop-down. The categories may vary based on your company configuration.

7. The Create Report page will display new options for filtering and exporting:

a. Category: This field displays the category selected in the previous step. A different category can also be selected from this drop-down. In the following example, Card & Expense was selected.

b. Report Type: Select the Report Type drop-down to choose the template report you want to run. 

c. Filters: Based on the selected Report Type, you will be prompted to apply filters for the information in the report. These filters can include dates ranges, file statuses, and/or names. The filters allowed will vary by Report Type.

d. Export Format: Select the Excel Format drop-down to choose an export format. Certain reports will only allow an Export Format of xlsx, or Excel document.

e. Export Preferences: Select the Export Preferences drop-down to choose the export destination:

• • download: The report can be found in your web downloads.
  • email: If Email is selected, a field to key in e-mail addresses will appear. The report will be emailed to the specified email address(es).
  • Sftp: This is a secure file-transfer protocol. Select this option if you have a valid integration setting for file transfers.

f. Exclude Header Descriptions: This box removes the column headers on the report download. It is not recommended to check this box.

g. Create: Click the Create button to begin the report creation. Generating a report can take anywhere from one to ten minutes depending on the account and the amount of data in the filters.

8. The following confirmation dialog will display, and you will be directed back to the Existing Reports page.