Financial Administrators can generate the Document Sales Report that shows information either for a selected user or for all users who purchased documents within the selected date range.
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1.
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Log on to the Financial Administration screen. Click Document Sales Report.
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2.
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(Optional) In the User ID field, type the first few letters of the user’s ID and click Lookup. Select the user name from the list.
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3.
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(Optional) In the Document Label field, select a search option and enter the document name.
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4.
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(Optional) Enter a date range by selecting dates in the From and To fields in the Transaction Date row.
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5.
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Click Submit.
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The Document Sales Report lists the users who purchased documents, what was purchased, the order number, the document price and the purchase date and time.
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You can export the report results as a CSV file for displaying in a spreadsheet application by clicking Export to CSV.
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