The User Approvals Report enables a drill-in report on how much users with the approver permission are actually approving. The report is designed to enable viewing of approval activity within Certify Purchasing.
This article will show you, an Accounts Payable Employee, how to access and run the User Approval 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 Approvals.
Step 5: Manually enter a Date Range or choose one from the drop-down menu. Additionally, enter the User you'd like to search.
Step 6: Click Run Report.
Step 7: The Approvals List will appear below. Click Export Approvers List to Microsoft Excel to save the report onto your computer.
Step 8: To view the user's approved transactions, click the user's name.
Step 9: All of the user's Approved Transactions will appear. For details on a specific transaction, click the title.
Step 10: The transaction details will appear.