Export Report Data

1. Click Reports and select Freight and Special Charges. The Summary Freight and Special Charges Report page opens.
   Tip: There are two tabs in left pane: Summary and Detail.

   

2. Search for invoices using the following filters.

   Options are:

   • Time Period: Choose from the following options: Today, Yesterday, Last 3 Days, Last 7 Days, Last 2 Weeks, Last 30 Days, and Last 3 Months
   • Custom: Select from and to dates from a calendar
   • Buyer Organization: Type at least two characters of a buyer organization name
   • Custom Search: Type a buyer organization name, separating multiple values using a semicolon
   • IDN: Select All Facilities: Click to search for invoices associated with your organization's IDN or parent organization.
   • Supplier: Type at least two characters of a supplier organization name
   • Custom Search : Type a supplier organization name, separating multiple values using a semicolon
   • Ship To Account #: Type at least two characters to select from a list of account numbers
3. Click Run Report.
4. Select the checkboxes to the left of one or more invoices in the search results on the right.
5. Click Export. A dialog box opens.

   Note: See Export Data to a .pdf File or Export Data to a .csv File for details about the export options.

6. Click OK. The application exports the information to a PDF file or to an Excel spreadsheet, based on your selection.