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SAM REPORTS

SAM REPORTS. How to run, save, and schedule reports on SAM. SAM REPORTS. This section will guide you through the Report Wizard in order to run a report of your reconciled monthly charges/expenses. Report Wizard. Report Wizard.

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SAM REPORTS

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  1. SAM REPORTS How to run, save, and schedule reports on SAM

  2. SAM REPORTS This section will guide you through the Report Wizard in order to run a report of your reconciled monthly charges/expenses.

  3. Report Wizard Report Wizard 1. To run and print a Transaction Review report, click on the menu option Reports, and then Report Wizard. 1 2. On the Report Wizard page, open the folder labeled Transaction Review and click on one of the available Transaction Review reports. We have chosen to run ‘Expense Log’. 2

  4. Report Wizard Continued Report Wizard Continued 1. Select a report by clicking on the folder next to the report name. 2. The description of the report appears on the right hand side of the page. 3. Click the Next button to run the report. 1 2 3

  5. Report Wizard Continued • Next, select a date range for the report. The ‘Quick Select’ options for date ranges allows you to select dynamic date ranges and easily schedule reports to run. • Select your sorting options. ‘Sort by’ allows you to select the field to sort your transactions on and then you can choose between ascending and descending. • Click Next at the bottom of the page when you are finished defining the report parameters. 1 3 2

  6. Save a Report • Save your report by clicking Save button at the bottom of the screen. • Next, Name and write a Description for the report in the Save Report dialogue box that appears. • Click on Save in the Save Report dialog box to save the report with the new Name and Description. • To choose an Export File Type other than PDF (Adobe Reader), click on the down arrow to select Word (.rtf) or Excel (.xls). 2 3 4 1

  7. Save a Report Bookmark • If you would like the ability to access and run this report from a quick link on your SAM Home/Welcome page, check the box next to Create a Bookmark on Homepage. • Save the changes to the report by clicking Save at the bottom of the Save Report dialog box. • When you Save the report you will see a message at the top of the screen that says “Changes have been saved.” 1 3 2

  8. Schedule a Report When you are creating a report that you want to schedule to run automatically on a regular basis (daily, weekly, monthly) make sure to assign a Date Range that is dynamic so that you always get the report based on your current month’s charges.

  9. Schedule a Report Continued • Add the details of your scheduled report in the dialogue box as shown below. • Add your Time Zone from the drop down menu. • Add Frequency, Start and End Dates, and Export File Type. 1 2

  10. Schedule a Report Continued • After you click on Save, SAM sends a message indicating the approximate date and time that the report will be ready to be picked up. • This report schedule is now added to your Existing Schedules box. • Results from any/all of your scheduled reports show up as a blue link on your Home page in the Pending and Completed Requests section. 1 2 3

  11. UNIVERSITY OF MIAMIPURCHASING CARD OFFICE • Mailing Address: • 320 Max Orovitz Bldg. • Loc. 1431 • Email: pcard.ap@miami.edu • Phone: (305) 284-2417 Website: www.miami.edu/pcard

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