Use a Payment Template History report to see when a template was created, when any subsequent edits to the template have been made, and the approval history of transactions created from that template.
To generate a Payment Template History report:
Enter all or part of the name of an existing template.
Select the transfer type.
Enter a date and time range, either by using the format mm/dd/yyyy, or by using the Calendar icons to select the dates. You can also select predetermined time periods from the Date list. You can also select predetermined time periods from the list. To report in a 24-hour format, enter a start and end time.
Select a file format for the report.
For PDF reports, use the Orientation list to select the page orientation for the report.
Select a delivery method for the report. Selecting Export enables you to open or save the report after generating it.
(Optionally) Define the content of the report's header and footer:
Click Set Report Header/Footer.
In the Show Header Information section, select or clear options as necessary and define the report title in the field provided.
In the Show Footer Information section, select Extra Footer Line then enter text for the footer.
Click Save.
After setting standard criteria:
Click Generate Report, or
Click Save Report to save the report as a
custom report you can edit or generate at a later time.
Note: Click Cancel to
return to the Audit Reports page without generating a report.