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To view expenditure reports as an admin user

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1.Click the Account Expenditure button on the Menu bar.

The Expenditure Reporting dialog box will appear.

2.From the Report Styles drop-down list, select the type of report you would like to run i.e. Project Summary.

If you select a User report e.g. User Summary, you'll need to enter the user’s name into the Filter Results text box before going on to step 4.

Click to see descriptionsReport Styles

Report Style

Description

User Summary

Shows the users in the organisation and their expenditure.

Project Summary

Shows the project codes and the costs for each project.

User/Project Summary

Shows the users, the project codes they've entered and the costs for each project.

Project/Ref Summary

Shows the project codes and the reference for each project along with the cost.

User/Project/Ref Summary

Shows the users, the project codes and references they've entered and the costs for each project.

Office Summary

Shows the offices within the organisation separately so you can view their expenditure.

Company Summary

Shows the date/time, type of transaction, project/reference, user and cost for each action for every office within your organisation listed together.

If your organisation has a large number of offices within it, this report may take longer to run than the other reports available.

3.Choose a time period.

You can choose to use either a standard time period or a specific time range.

If you would like to use a standard time, under Standard Time Periods, select whether you would like this report for today, this week or this month.

-or-

Under Custom Date Range, enter a start date and an end date.

4.Click the Run Report button under the respective option you used.

Promap will retrieve the information for you. You will then be given the option of seeing a more detailed report. Go to To see a more detailed admin report for more information.

If you'd like to save or print the reports see To save or print your expenditure report.

Note

To be able to see the reports available to the Admin User, you must have logged in using the Admin User username and password.

See also

Viewing users' expenditure