The Trending By Account Report page presents a list of accounts in scope for the client, showing a spend trend of the last six months for the account, based on the current month.
Filter Report List
Click Filters to expand the section to display the filter options.
The information can be filtered by:
From: Select the specific start month from drop-down list.
To: Select the specific end month from drop-down list.
Vendor: Select the specific vendor from drop-down list.
Corporate Name: Enter the criteria. Find the corporate name then select the specific corporate name.
Account Status: Select if the account is active or inactive from drop-down list. Valid values are Active or Inactive.
Click Search to display list.
The list can be exported to a spreadsheet by clicking the XLS icon.
