Reporting For Duty: The Custom Reports That Always Show Up | Lunch & Learn Replay

Discover how to turn your purchasing and AP data into answers using iCompleat’s Custom Reporting tool. 0:00 - Waiting for attendees 0:10 – Welcome & intro 0:18 – Session agenda 0:36 – Sponsor: Enterprise Rental Car 2:11 – Custom reports tool overview 3:24 – Benefits of custom reports 3:59 – Demo start 4:51 – Upcoming feature: restricting report access 5:19 – Setting date range filters 6:54 – Moving & selecting columns 8:58 – Exporting to Excel 9:09 – Adding filter expressions 10:36 – Using groups (AND/OR logic) 11:43 – Saving reports & permission levels 13:38 – User permissions for custom reporting 14:21 – Restricted access example (Bert) 15:49 – Invoice packs overview 16:28 – Granting invoice pack access 18:07 – Creating a new invoice pack 20:43 – Approving invoice packs 22:02 – Viewing an existing pack 23:52 – Ecosystem overview 24:41 – Enterprise Rental Car widget demo 25:19 – Help center 26:03 – Q&A 29:08 – Closing remarks & next session