Generating a transaction report.
- Spice Admin |
- 13 steps |
- 29 seconds
1
Login to Spice Portal using link [spiceinsight.io](https://spiceinsight.io)
2
In the Dashboard Page Users can generate Transaction Reports to track the number of transactions generated for a specific time period.
3
To generate a transaction report, click on **Transaction**
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Select the **Tenant** for which the report must be generated.
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Select the **EDI documents** for which the report must be generated.
Tip! Select **All** if the report is to be generated for all EDI documents.
Tip! There are different ways in which the **date range** can be selected.
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For generating the report for a month, select **Month** and then select the **month** from the dropdown.
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For generating the report for a date range, select **Date Range** and then select the **From Date** and **To Date** in the calendar.
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After selecting the date range, click on **Apply**
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For generating the report for the last quarter, select **Last Quarter**
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For generating the report for the last month, select **Last Month**
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For generating the report for the last 12 month, select **Last 12 Month**
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Once all the criteria is defined, click **Generate**
Tip! You can click on the **Excel** icon to directly download and view the report in an excel sheet.
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Transaction report details will be published on screen.
You can also click on the **Excel** icon to download the report in an excel sheet.
