Certify Purchasing has a large set of reports which enable administrators and managers to analyze spend data. The User-Based Approval Configuration Report is a permission based report that will show users their assigned approvers. Because the report is complex, Certify Purchasing will first run the report, then send it to the email address associated with your Certify account when it is done processing.
This article will show you, an Accounts Payable Employee, how to access and run the User-Based Approval Configuration Report.
Step 1: On your Certify homepage, click the Purchasing tab.
Step 2: Click Go to Purchasing.
Step 3: This is your Purchasing dashboard. Click the Reporting tab.
Step 4: In the General Reports box, click User-Based Approval Configuration.
Step 5: The User-Based Approval Configuration Report screen will appear. Click Deliver Report to have the report delivered to your email address associated with your Certify account, once it has finished running.
Step 6: You'll receive this confirmation message that your request is being processed.