Generating a Transaction Report
Spice Admin
13 steps
29 seconds
Spiceinsight
1
Login to Spice Portal using link [spiceinsight.io](https://spiceinsight.io)
2
You will be redirected to the Dashboard view by default
3
Click on the text button labelled **Transaction**, as shown in the screenshot below
4
Select the **Tenant** for which the report must be generated
5
Select the **EDI Document Type** for which the report must be generated
Tip! Select **All** if the report should include all types of EDI Documents
Tip! The **Date range** can be customized as per your specific requirements
6
To generate the report for a particular month of the calendar year, click on the **Month** dropdown and select the desired month of choice
7
To generate the report for a particular date range, select the **Date Range** dropdown and then select the **From** and **To** dates as preferred
8
After selecting the date range, click on the **Apply** button
9
To generate a report for the last quarter, select the text button labelled **Last Quarter**
10
To generate a report for the last month, select the text button labelled **Last Month**
11
To generate a report for the last 12 months, select the text button labelled **Last 12 Months**
12
Once the date criteria has been adjusted, click on the **Generate** button
Tip! Click on the **Excel** **icon** at the bottom right to directly download and view the report in an Excel format/sheet
13
The Transaction Report for the date range chosen will appear on screen From here, you can also click on the **Excel** **icon** at the top right corner to download the same report in Excel format.
Generating a Transaction Report
Spice Admin
13 steps
29 seconds
Spiceinsight
1
Login to Spice Portal using link [spiceinsight.io](https://spiceinsight.io)
2
You will be redirected to the Dashboard view by default
3
Click on the text button labelled **Transaction**, as shown in the screenshot below
4
Select the **Tenant** for which the report must be generated
5
Select the **EDI Document Type** for which the report must be generated
Tip! Select **All** if the report should include all types of EDI Documents
Tip! The **Date range** can be customized as per your specific requirements
6
To generate the report for a particular month of the calendar year, click on the **Month** dropdown and select the desired month of choice
7
To generate the report for a particular date range, select the **Date Range** dropdown and then select the **From** and **To** dates as preferred
8
After selecting the date range, click on the **Apply** button
9
To generate a report for the last quarter, select the text button labelled **Last Quarter**
10
To generate a report for the last month, select the text button labelled **Last Month**
11
To generate a report for the last 12 months, select the text button labelled **Last 12 Months**
12
Once the date criteria has been adjusted, click on the **Generate** button
Tip! Click on the **Excel** **icon** at the bottom right to directly download and view the report in an Excel format/sheet
13
The Transaction Report for the date range chosen will appear on screen From here, you can also click on the **Excel** **icon** at the top right corner to download the same report in Excel format.
