Viewing and Downloading Detailed Transactions

The page reached via the Statements / View Details menu selection provides the means to review individual transactions online and also to download a comma separated values (CSV) file of all of the transactions that meet one's search criteria. To start, after opening the page, enter search criteria as desired and click the "Search" button. For instance, one might wish to download all of the transactions for a particular Statement Number, or to search for all of the transactions that were on Statements produced between two dates. One might also wish to limit the result, in the latter case, to the transactions for a single business line, like the Fleet, or to search for the transactions for a given time period for a given account code, if one has access to more than one account code.

Once the search has completed the major options are to do one of the following:

Sort the detail lines in the "item collection" field at the bottom of the screen.
Select one of the detail lines in the item collection and click View to open a new window with that transaction shown in more detail.
Select one of the detail lines in the item collection and click View Statement to open a new window with information regarding the statement that contains the detailed transaction line.
Download the transaction data to a comma separated values (CSV) file. Note that if more than 998 rows are returned a warning is shown, reading, "SE0126W The number of results returned by your query is equal to or greater than the configured maximum result limit of 999. The system will display records up to that limit." This pertains only to the item collection, not the CSV file. See the Statement Details CSV File Format for a list of the columns in the Statement Details CSV. Also see the Internet Explorer Download Issues topic if you are using internet explorer. And, if you are going to import the CSV file into a spreadsheet software tool or a database software tool see the various topics listed below.