Reports
InvoicingSM provides pre-built reports, many of which offer search filters that enable you to narrow the report criteria.
Review the following filter tips when you run a report:
- Check boxes: Some reports offer filter options as check boxes. Select a filter include it in the report, and clear the filter to prevent the item from appearing in the report.
- Date range: Enter dates in MM/DD/YYYY format or use the calendar
to select dates. - Filter: Many reports and result screens offer filter options that include a keyword or phrase entry field and a list of query options. Complete the options as needed and click Filter to narrow your search results.
- List: When a report provides a list, you can select a data value by which to filter. In some instances, you can select multiple values by pressing the CTRL key and clicking each value.
Although some reports appear in a new window in .pdf format, most reports appear directly in InvoicingSM. Depending on the report, the following options might be available:
- # of Pages: When report results exceed one page length, page number links appear at the bottom of the report. Click a link to advance to other pages.
- Adobe .pdf Format: Some reports, when generated, display in .pdf format using Adobe® Acrobat Reader.
- Change Search: Click to return to the report's search filters.
- Export: Click to export the data into Excel. You can then save the spreadsheet if needed.
- Links: When certain report data appears as a link, additional information is available. Click the link to view details.
- New Search: Click to return to the report's search filters.
- Printable Version: Click to print the information on display.
- Refresh: Click to update a report with data additions or changes.
- Report Legend: Some report information might appear in color-coded rows to make the report easier to read. Click Click to show legend to include a legend that defines the color coding.
- Sort: You can re-sort some reports. If a column header is underlined, click the column header to re-sort the information in ascending order. Click the column header again to re-sort the information in descending order.
- Void: When an invoice item is highlighted red in a report, the invoice is void.
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Confidential, Proprietary and/or Trade Secret
TM SM Registered Trademark(s) of Intercontinental Exchange, Inc. or a subsidiary or affiliate
Copyright 2024 Intercontinental Exchange, Inc. All Rights Reserved
ICE | Privacy Notice
