PSI International

31. Administrator - The Pre-Paid Report


The Pre-paid Report can be used to find out the remaining credits for an organisation or group. It provides information on what has been allocated to the account as well as the credit usage and availability.

Creating the Report

In order to create the Pre-paid Report:

  1. Select the group/folder from the tree structure
  2. Once the folder is highlighted, select the Reports drop down (located to the right of the Organization drop down)
  3. Select Pre-paid Report from the list 

Search Parameters 

The list of search parameters is shown. Complete all parameters as required: 

  • Select the Category drop down and narrow the category down if required
  • Click in the From field and enter the start date in the format for the locale (or use the calendar icon to choose a date - use the arrows to move between months)
  • Click in the To field and enter the end date in the format for the locale (or use the calendar icon to choose a date - use the arrows to move between months)
  • Select the Output format drop down to select the alternative output of a Text file
  • Once all parameters have been chosen, select the Run Report button

Report Results

The results appear in the format specified in the filters and show the number of credits allocated, available and used for each folder under the group selected in the tree structure. The number of credits remaining is shown in the Available column.

Report Output

The results of the report can be reviewed online, printed or output to a Text file.

Reviewing Online

The reports will show online by default.

Printing the Report

Once the results are available online, a Print button is displayed to the bottom left of the results. 

If there are a lot of results, the print button appears at the end of the results page. The scroll down facility can be used to access it.

Output Report to Text

The report can be output to Text file by choosing the report parameter Text under the Output format field.

  1. Click the Output format drop down
  2. Select Text
  3. Choose any other search parameters required
  4. Select Run Report

Once the report is run, a message will automatically appear for a Text file to be opened or saved.  Either open the Text file or save the file so it is available outside of the system.

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