Laserfiche WebLink
Profile Reports provide fleet managers and administrators with a snapshot of the information <br />available in our system at the time the report is run, making it easy to manage the inventory of <br />accounts, cards, drivers, and vehicles and helping ensure that the information and status of each item <br />is up-to-date. Available reports include: <br />Report Name <br />Description/Benefit <br />Mode of <br />Frequency <br />Delivery <br />This report itemizes the accounts within Purchasing Entity's hierarchy <br />and provides details including contact name, shipping information, <br />Account Profile <br />total cards, total driver prompts, card type, accounts, org units, and <br />WEXOnline <br />On Demand or <br />total vehicle prompts. This report helps fleet managers ensure their <br />Scheduled <br />accounts are set up as desired. <br />This report provides a broad view of cards across multiple accounts or <br />Card Profile <br />focused on a single account. This allows fleets to monitor and review <br />On Demand or <br />card data based on a comprehensive view of card attributes or just a <br />WEXOnline <br />Scheduled <br />few specific card details. <br />This report provides a broad view of vehicles and assets across <br />multiple accounts or focused on a single account. This allows fleets to <br />Vehicle Profile <br />monitor and review vehicle data based on comprehensive <br />WEXOnline <br />On Demand or <br />information, including account assignment, name, status, and date of <br />Scheduled <br />last transaction. <br />This report provides a broad view of drivers across multiple accounts <br />Driver Profile <br />or focused on a single account. This allows fleets to monitor and <br />On Demand or <br />comprehensive information, including review driver data based on <br />g <br />WEXOnline <br />Scheduled <br />account assignment, name, status, and date of last transaction. <br />Transaction Reports provide fleet managers and administrators with a full range of authorization and <br />posted transaction data to perform audits, trend analysis and data mining. This allows for simple ad <br />hoc queries and more in-depth, customizable reporting to help drill down to the data needed. <br />Available reports include: <br />Report Name D- ..- of Frequency <br />Delivery <br />This report is a simple, on -demand, ad hoc reporting tool that <br />Ad Hoc provides posted transaction details for a period of time specified (up <br />Transaction to 24 months). This tool is especially useful in viewing transactions WEXOnline On Demand <br />Details associated with a particular billing cycle, or a quick way to look up <br />something being investigated. It has both filtering and sorting <br />capabilities. <br />This report is a simple, on -demand, ad hoc reporting tool that <br />Ad Hoc provides posted transaction details at a summary level for a period of <br />Transaction time specified (up to 24 months). This tool is especially useful in WEXOnline On Demand <br />Summary viewing a summary of information by account, card, or brand, with an <br />ability to then drill down into transaction details to get more <br />information. <br />Transaction On Demand or <br />Management This report is a comprehensive, highly customizable, transaction -level WEXOnline Scheduled <br />report that allows the ability to analyze usage at certain merchants or <br />MASTER AGREEMENT No. 00819 — FLEET CARD SERVICES PAGE 98 OF 138 <br />