Generate a Data Summary Report

You can generate a report of information that's relevant to you and arrange it's output how you prefer.

Report creation in Trimble Pay consists of:
  • choosing the type of report you want
  • filtering all records to just the ones that matter to you at the moment
  • sorting the rows
  • generating the report

To generate a report:

  1. In the left-hand sidebar, select Reports.
  2. Under Data summary reports, select Create for the report you want to generate. The next screen displays the relevant data:
    • Invoices - all invoices
    • Compliance - all compliance documents
    • Monthly billing summary - the invoice amounts for a given pay period
  3. To narrow the list of entries, enter the project or vendor name in the search bar.
  4. To further narrow the entries, make a selection in the adjacent drop down:
    • Invoice or Compliance report: Filtered by
    • Monthly billing summary report: Pay period
  5. To sort the remaining entries by any column, select the column name, and then again to sort the same column by the reverse order.
    An arrow next the column name indicates the current sorting order (whether A-to-Z, largest to smallest, and so on).
  6. Once the grid looks the way you want, select Export on the right-hand side.
The report downloads to you computer's default download location.