{"id":1229,"date":"2022-04-25T07:34:49","date_gmt":"2022-04-25T11:34:49","guid":{"rendered":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/?post_type=ht_kb&#038;p=1229"},"modified":"2026-10-21T17:01:59","modified_gmt":"2026-10-21T21:01:59","slug":"view-your-reports","status":"publish","type":"ht_kb","link":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/knowledge-base\/view-your-reports\/","title":{"rendered":"View Your Reports"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><span style=\"font-size: 11.5pt; font-family: 'Open Sans',sans-serif; color: #4b4d4d;\">You can generate dynamic reports on transactions and billing for a desired time period at any time. You can also export the detailed report to CSV, Excel, or PDF to print for a presentation or to reconcile your company\u2019s financial accounts.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-size: 11.5pt; font-family: 'Open Sans',sans-serif; color: #4b4d4d;\">1. To generate a report, select the <strong><span style=\"font-family: 'Open Sans',sans-serif;\">View your Reports<\/span><\/strong> icon in the left navigation bar.<\/span><\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"\/vsrequestors\/wp-content\/uploads\/VSHome-ViewRpthl.png\" alt=\"\" style=\"aspect-ratio:2.1005830903790086;width:1441px;height:auto\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. Select the type of report from the dropdown menu:&nbsp;<strong>Transaction&nbsp;<\/strong>or<strong>&nbsp;Billing<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"\/vsrequestors\/wp-content\/uploads\/RunReports1.png\" alt=\"\" style=\"aspect-ratio:1.7721518987341771;width:1400px;height:auto\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. Type in the specified&nbsp;<strong>begin and end dates<\/strong>, using the MM\/DD\/YYYY format. Or you can click the calendar icon to select the dates from the calendar (you can query up to 12 months).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"\/vsrequestors\/wp-content\/uploads\/RunReports2.png\" alt=\"\" style=\"aspect-ratio:1.7721518987341771;width:1400px;height:auto\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. Click <strong>Generate Report<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" src=\"\/vsrequestors\/wp-content\/uploads\/BillingReport.png\" alt=\"\" style=\"aspect-ratio:2.4150943396226414;width:1152px;height:auto\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-size: 11.5pt; font-family: 'Open Sans',sans-serif; color: #4b4d4d;\">5. Here you can sort or filter the report as needed.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-size: 11.5pt; font-family: 'Open Sans',sans-serif; color: #4b4d4d;\">6. To export the file, choose your preferred download file type option and click the&nbsp;<b>Download <\/b>button.<\/span><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-size: 11.5pt; font-family: 'Open Sans',sans-serif; color: #4b4d4d;\">If you generate a billing report, you will also see the total amount billed, including applicable sales tax.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can generate dynamic reports on transactions and billing for a desired time period at any time. You can also export the detailed report to CSV, Excel, or PDF to print for a presentation or to reconcile your company\u2019s financial accounts. 1. To generate a report, select the View your&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_forum_subforum_count":0,"footnotes":""},"ht-kb-category":[19],"ht-kb-tag":[32],"class_list":["post-1229","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-searching-filtering-and-reports","ht_kb_tag-reports"],"_links":{"self":[{"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/ht-kb\/1229","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/comments?post=1229"}],"version-history":[{"count":16,"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/ht-kb\/1229\/revisions"}],"predecessor-version":[{"id":2091,"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/ht-kb\/1229\/revisions\/2091"}],"wp:attachment":[{"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/media?parent=1229"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/ht-kb-category?post=1229"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.studentclearinghouse.org\/vsrequestors\/wp-json\/wp\/v2\/ht-kb-tag?post=1229"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}