This article applies to clients with an Academies and Content Marketplace (ACM) license prior to the October 2024 Major Product Release. If you are unsure if this applies to your organization, please contact your CX Representative.
The Reports page includes data on employee activity, total requests, total transactions, and popular programs.
To Access the Reports Page
- From the Admin View, click Reports from the left navigation menu.
The Reports page displays with the Insights tab open by default. - Hover over each graph to view specific values. Click View More for additional details.
- Click a tab to view more information.
- Programs: The Programs tab includes all program requests.
- Virtual Cards: The Virtual Cards tab displays every transaction to date.
To View Virtual Card Reports
- From the Reports page, click the Virtual Cards tab.
- Use the search field to identify specific cardholders and monitor transactions, spending limit, and current balance.
- Select a specific year from the dropdown menu to filter the results.
- You can view reports by Transactions or Cardholders.
- Cardholders: This view displays the user's line of business, card limit, total approved funds, total funds spent, remaining balance, and when they last used their card.
- Transactions: This view displays all of the user's transactions in the year specified.
- To view all transactions by a specific user, click the Actions menu (
) and select View Transactions.
The user's transactions display with the Transactions tab open by default. - Click the Admin Activity tab to see any updates made to the user's funds and any notes added by the Admin.