Creating Transactions Reports

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To create a Transactions Report, select Reports > Create Report > Transactions from the PartBridge.com menu, then follow these steps:

1. Select a Transaction Type (Buy or Sell).
   
2. Select a Status (Open Transactions - Pending Approval; Accepted Offers; Declined Offers; All Completed Transactions - Accepted / Declined), then click the Continue button.
3. Select the report elements for this report. There are four categories of report elements:

   Opportunity: Select individual elements or click the Select All box.

   

   Buyer: Select individual elements or click the Select All box.

   

   Seller Posting: Select individual elements or click the Select All box.

   

   Seller: Select individual elements or click the Select All box.

   

   After selecting all the report elements, click Continue.

4. Define the report in terms of which data elements to use as filters.
   
   • Dates: The Date filter has two fields, one for the beginning date and one for the ending date. Each date is inclusive; in other words, if you put April 1, 2002 as the beginning date, the report will include postings that occurred on April 1. You can provide just a beginning date, or just an ending date. You can also leave both dates blank to retrieve information from all dates. You can type in the date or use the popup calendars to select the date.
     
   • Qty and other filters: For Qty and other filters, you may enter a value and determine how you want the value used. You can select Equals, Not Equals, Begins With, Contains, Greater Than, or Less Than.
5. Select a field by which to sort, such as Date.
6. Select Ascending or Descending for the sort order.
   
7. Click the Create Report button. The Transactions Report is generated and displayed.
   

Transactions Reports can be exported to Microsoft Excel:

1. Click the link that says, "Export the report to Microsoft Excel." The report opens in Excel in your browser.
2. If you see an Enter Network Password box, click the OK button until the box goes away and you can see the report in Excel.
3. Select File > Save As... to name the file and save it to a location of your choice.

If you will be creating the same kind of Transactions Report again at a future time, you can save its format as a Memorized Report:

1. Click the Memorize This Report button. An Explorer User Prompt opens.
   
2. Type a name for the report, then click OK. The screen refreshes, and displays the list of your memorized reports.

See Using Memorized Reports for more information.

Related topics:

• Creating Postings Reports
• Creating Opportunities Reports