Scheduling a Recurring Report

In Corpay Complete, users can schedule a recurring report that runs at a certain frequency and is delivered at a certain time. Users can also choose between pre-configured reports or customized reports. Note that a request for a customized report may take additional time to process and create.

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.

To create and schedule a recurring report:

1. Log in to Corpay Complete.

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

3. On the Reports page, click Recurring Reports.

4. Select the Schedule Recurring 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.

6. Complete the following information on the Create Scheduled Report dialog:

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 chosen Report Type, you will be prompted to apply filters for the information in the report. These filters can include date ranges, file statuses, and/or names. The filters will vary by Report Type.

d. Frequency: Select the Frequency drop-down to choose the frequency for the report to run. Choose from a Daily, Weekly, or Monthly frequency.

e. Deliver On: Select the Deliver On drop-down to choose the day of the week, day of the month, or time of day for the report generation.

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

g. Export Preferences: Select the Export Destination drop-down to choose a report destination:

• • download: If download is selected, the report will download in your web downloads folder.
  • email: If email is selected, a field to enter in e-mail addresses will display. The report will be emailed to the specified email address(es).
  • Sftp: Select Sftp (secure file-transfer protocol) if valid integration setting for file transfers have been configured.

h. Exclude Header Descriptions: The Exclude Header Description checkbox removes the column headers on the report download. It is not recommended to check this box.

i. 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.

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

8. The report will display on the Recurring Reports page and be delivered based on the frequency and delivery filters.