Create a payment request approval history report for CSI payments

You can create a payment request approval history report for CSI payments to see when payment requests were approved and sent to CSI for processing.

Open the Custom Report Writer (CRW)

• Do one of the following:

  • Go to Customization Services > All > Custom reports.

  • Go to Platform Services > All > Reports.

  • Go to Reports > All > Advanced > Custom reports.

Create a payment approval history report for CSI payments

This section provides the only steps that you need to create a payment approval history report for CSI payments. Custom Report Writer has more steps, but some have no relevance for this report. You can skip those extra steps, or use them to augment your report, as needed. For more information, see Custom Report Writer Wizard (CRWZ).

1. In the Select a primary data source step, select AP payment request from the dropdown menu.

2. In the Add columns step, add the following columns.

   Columns to add for Custom Report Writer sections

   Section	Columns to add
   AP payment request	Payment amount Payment date Vendor ID Vendor name
   Payment history	Action Active Comments Date PRRecord
   Last modified user > Contact	Contact name

3. In the Select column sequence step, drag and drop columns into the display order. For this report, the following order is recommended:
   1. Payment date
   2. Vendor ID
   3. Vendor name
   4. Payment amount
   5. Action
   6. Active
   7. Comments
   8. Date
   9. PRRecord
   10. Contact name
       

4. In the Sort Columns step, drag and drop columns by priority and sort as follows:

   1. Payment date: Ascending
   2. Vendor name: Ascending
   3. Payment History > Date: Ascending
5. In the Enable grouping step, select Grouping.
6. In the Group data by column step, expand Payment history and group columns by PRRecord.

7. In the Set report date and title step, name the report.

   In this example, the report was named Payment request approval history.
   

   You can specify a date range with a Reporting period, Start date, As of, or End date.

8. Select View on this page to see your report. If needed, edit the report using the forward or backward buttons, or the dropdown menu of steps.
9. In the Save and add to menu step, save your report and add it to an application if needed.

Use the report

You can share Custom Report Writer (CRW) reports by adding them to:

• Dashboards, to make key performance indicators readily available to others. For more information, see Add a custom report to a dashboard.
• Applications, to make running the report accessible to other users. For more information, see Save and add your report to a menu.