> ## Documentation Index
> Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Run Reports

> Administrators can generate a wide variety of reports through the Administrator Site.

To access most reports, the *View Card Transactions* permission is required. The *Funding of Cards* permission may also be required to access certain reports.

***Watch a step-by-step demonstration [here](https://pex.navattic.com/i9o02qv)!***

Reports include:

1. Cardholder Activity Reports
2. Cardholder Status Reports
3. Business Account Activity Reports

Reports on transaction activity are **defaulted to 3 months** worth of activity per report or **1.1 million** records.\
If you need more than 3 months of exports please reach out to [adminsupport@pexcard.com](mailto:adminsupport@pexcard.com) and they can assist with extension. \
You can use additional filters for the reconciliation and cardholder transaction details reports. 

* All report types may be sourced from the time the account was approved to present day in 3-month increments from the admin dashboard.

## How To Run Reports

<Steps>
  <Step>
    Log in to [dashboard.pexcard.com](https://dashboard.pexcard.com?utm_source=support)
  </Step>

  <Step>
    Click on "Reports" on the left navigation
  </Step>

  <Step>
    Click the "Generate" tab.
  </Step>

  <Step>
    Select the "Run now" radio button if you want to run your report now

    <Frame>
      <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-173.png?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=9e5433cfa188593a17f89a1b8fb675c1" alt="" width="963" height="562" data-path="images/administrator-guide/image-173.png" />
    </Frame>

    *Click the "Run now" radio button to run a report immediately*
  </Step>

  <Step>
    Click on the "Report type" drop down to see the reports available to you
  </Step>

  <Step>
    Click on the report you want
  </Step>

  <Step>
    Select the Start Date and End Date for the report period
  </Step>

  <Step>
    Or select from the following "Quick set" time parameters:

    * Today
    * This month
    * Last month
    * Since this time last month
  </Step>

  <Step>
    Click on the *"Additional filters (optional)"* if you want to filter your reports by specific tag values.

    * Available for the ***Reconciliation*** and ***Cardholder Transaction Details PDF*** reports
    * Filtering by all types of tags is available (dropdown, text, decimal, yes/no, sales tax).
    * Available for Run now, Schedule, and Export
    * Available for the Preview mode
    * Displayed on the *"Scheduled reports"* and *"Report history"* tabs
    * Additional filters functionality is available if your business account has the 'Tag Manager' feature enabled.

    <Frame>
      <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-174.png?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=4635b6cd8c2c13e7fa09b510934d78a6" alt="" width="757" height="600" data-path="images/administrator-guide/image-174.png" />
    </Frame>
  </Step>

  <Step>
    Click on the "Preview" button to see the report on your screen (HTML format)
  </Step>

  <Step>
    Click the "Generate CSV" button to download the report, or "Print Report" button
  </Step>
</Steps>

### How to Schedule a Report

<Steps>
  <Step>
    Log in to [dashboard.pexcard.com](https://dashboard.pexcard.com?utm_source=support)
  </Step>

  <Step>
    Click on "Reports"
  </Step>

  <Step>
    Click the "Generate" tab
  </Step>

  <Step>
    Click the "Schedule" radio button
  </Step>

  <Step>
    Click the dropdown to select the report you want, and when you want it to run
  </Step>

  <Step>
    Click on the *"Additional filters (optional)"* if you want to filter your reports by specific tag values.

    * Available for the ***Reconciliation*** and ***Cardholder Transaction Details PDF*** reports
    * Filtering by all types of tags is available (dropdown, text, decimal, yes/no, sales tax).
    * Available for Run now, Schedule, and Export
    * Available for the Preview mode
    * Displayed on the *"Scheduled reports"* and *"Report history"* tabs
    * Additional filters functionality is available if your business account has the 'Tag Manager' feature enabled.
  </Step>

  <Step>
    Click the "Schedule report" button

    <Frame>
      <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-175.png?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=43071c3b04216c872529000caff6bcdc" alt="" width="693" height="623" data-path="images/administrator-guide/image-175.png" />
    </Frame>

    *Click the "Schedule" radio button to schedule when reports are run*
  </Step>
</Steps>

## How to See Completed and Scheduled Reports

<Steps>
  <Step>
    Log in to [dashboard.pexcard.com](https://dashboard.pexcard.com?utm_source=support)
  </Step>

  <Step>
    Click on "Reports"
  </Step>

  <Step>
    Click the "Report History" tab to download completed reports
  </Step>

  <Step>
    Click the "Scheduled Reports" tab to see (and edit) scheduled reports

    <Frame>
      <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-176.png?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=f1f7ebb999abc7e9443460cc2dcf9715" alt="" width="1618" height="504" data-path="images/administrator-guide/image-176.png" />
    </Frame>

    *Click "Report History" to see completed reports*
  </Step>
</Steps>

## How to Customize Reports

After you click the "Preview" button to generate a report: 

1. Select which columns you want to see on the HTML report
   * Click the \[data table] icon at the left bottom corner of the report
   * From the menu, choose which columns you want to display. The data fields will be added or removed instantly as you click the checkboxes
   * Click the "X" to close the menu

<Frame>
  <img src="https://mintcdn.com/pextest/X5Ms2yb8xIcwJOtB/images/administrator-guide/image-177.png?fit=max&auto=format&n=X5Ms2yb8xIcwJOtB&q=85&s=5020342f81bdf9c9861074777efe9928" alt="" width="339" height="527" data-path="images/administrator-guide/image-177.png" />
</Frame>

*Click the \[data table] icon. Select checkboxes to customize a report*

**Report Types**

The PEX system can generate a wide range of useful reports:

**Settlements**

1. Spend by card - *List transactions grouped by card*
2. Spend by category - *List transactions grouped by spend category*
3. Spend by group - *List all transactions by cardholder group*
4. Spend by transaction - *List all transactions by date*
5. Settlement detail - *List all transactions by date*
6. Authorized amount vs settled amount - *Compare authorization amount and final settlement amount for all transactions*

**Authorizations**

1. Authorization detail - *List all card-authorization transactions by date*
2. Declined authorizations - *List all card-declined transactions by date*
3. Expired authorizations - *Authorizations that expired without being settled*
4. Outstanding authorizations - *Authorizations that have not yet been settled*

**Funding**

1. Business account funding transactions - *List all business account fund transactions by date*
2. Card funding transactions - *List all card funding transactions by date*

**Status**

1. Cardholder available balance - *List all cardholders and their available balance and status*