Reso 2021-3185 - Laserfiche WebLink

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• Customizable Reports In addition to these reports, contact Premium Fleet Services Account Manager, who has advanced query tools that satisfy complex reporting needs not covered by our standard reports, to order custom reports. WEX will be able to demonstrate this functionality in a Demo setting should the evaluation like to see what our WEXOnline° module is capable of. 5.13 Reports When Data is not available Average turnaround times can vary depending on the type of data/report being requested and when the request is made of WEX. However, typical requests and responses usually take less than 24 business hours and are answered the same business day. The WEX Relationship Management team will work with Purchasing Entity on the initial request to ensure we are aware of any timelines, restraints or deadlines that the requesting State or Agency faces. Furthermore, whenever possible we communicate how long we anticipate a specific request to take. Some requests may require WEX to, for example, reach back out to a merchant for clarification or more information. This can add time, but is something WEX will work to communicate upfront with the requesting entity. 5.14 Standard or'canned' reports available and who has authority to view them. Include description of search capabilities criteria and methods available. The standard reports available in the WEXOnline® Reporting module are provided and described below. The authority to view various reports depends on the permissions assigned to a user within WEXOnline°. Search criteria and methods can vary based on the types of reports but they are typically searchable over a various levels in the hierarchy. Users can be limited to show only the levels of access they have within the hierarchy. Search criteria can include date ranges, report types, filter options, billing cycle, transaction date, posting date various other measures to populate the necessary data from the module. Management Reports provide a view into the entire portfolio, illuminating trends and areas for possible savings. Available reports include: ReportFrequency Delivery This report provides current and previous monthly summary Major Fleet information by account, by brand, outlining total spend, fueling Activity Report spend, gallons, and average PPG. The report helps fleets identify WEXOnline Monthly which merchants they are using and whether they could save by switching to brands with a lower PPG. This report is a rolling 13-month review of data consisting of the following reports: portfolio summary, spend report, gallon report, fuel type usage snapshot, premium fuel gasoline spend, non -fuel spend Account Review snapshot, average price per gallon (gas and diesel), transaction report, WEXOnline Monthly activation report, brand report (gasoline, diesel and maintenance). This report allows fleets to identify areas of opportunity (such as excessive premium fuel use). This report outlines savings opportunities by account, driver and/or Opportunity vehicle by benchmarking purchases at a zip code level against the Report entire WEX portfolio. This report provides insight into where drivers WEXOnline Monthly are fueling, identifying ways to save by fueling at lower cost stations near their routes. MASTER AGREEMENT No. 00819 — FLEET CARD SERVICES PAGE 97 OF 138