Report Wizard

Report Wizard allows you to create, save, and share custom reports. You can choose the column headings, column ordering, subtotaling, and filters to customize the report results.

You must have the appropriate permission set by the Disburser Administrator to use Report Wizard. In addition, the agency must have the Custom Reports optional feature enabled by IPP to have access to the Report Wizard sub-tab. The Report Wizard permissions include:

Report Wizard Access permission – Disburser users with this permission added to their role can add, edit, view, export, and delete private reports; view and export public reports.
Report Wizard Administration permission – Disburser users with this permission added to their role can add, edit, view, export, delete reports, and save them as either Private or Public. The Disburser user with this permission can control access to report columns by role.

Use the Report Wizard to run two types of reports, These reports are available to users with either Report Wizard Access permission or Report Wizard Administration permission.

Public reports – When a Disburser user saves a report as “public”, it is available to be viewed and exported by any user a Report Wizard permission.
Private reports – When a Disburser user saves a report as “private”, it is only available to be viewed and exported by the user who created it.

When viewing a Public report created by another user, IPP filters the report results as follows:

Set ID: Enrollment reports, Matched Supplier reports, and XMVL reports.
ALCs: Purchase Order reports, Payment reports, and Invoice reports.
Disburser user group(s) association: Purchase Order reports, and Invoice reports, and User reports.
Disburser user ALCs and group(s) association: User reports. Disburser users with View All Groups permission can view all Disburser users within their ALC permissions, and can be viewed by all Disburser users within their ALC permissions. However, users without View All Groups permission cannot view any Disburser users.

Create New Report

The Report Wizard provides templates for the following reports:

Report Category	Available Reporting Data
Enrollment Reports	Vendor Enrollment Information, including Company Name and Address, Contact Name and Email, Payment Terms, Vendor ID Enroll Activation/Match Information, including Activation Date and Matched information.
Invoice Reports	Invoice Information section, including Invoice Number, Invoice Type, Invoice Create Date, Post Date, Business Unit, Cost Center, PO Number, Invoice Status, Status Comments, Rejected By and Rejected Date, XMVL Vendor Name, PO Vendor Name, and Currency Invoice Summary Information - totals Invoice Payment Due Information - Due Date Invoice Status Update Information, including Action, Activity Date, and Reason Purchase Order information, including CO Email, CO Name and Phone, and PO Date Created Supplier Information, including Match Status and Scope.
Matched Supplier Report	Vendor Information, including Vendor Name and XMVL TIN/IPPID, Vendor Site Information, including Address and Phone Number Supplier Information, including Match Status and Scope Company Information, including Activation Date, Address, Company Name and contact information, Address Information Audit Information, including Activity Date and Modified by.
Payment Reports	Payment Information, including Payment Invoice Number, Payment PO Number, Payment Type, Payment Type Reference #, Payment ALC, Payment ALC Name, # of invoices, # of POs, Effective Date, Issue Date and Address information Supplier Information, including Match Status and Scope Vendor Information, including ERP Set ID, Vendor Name, and XMVL TIN/IPP ID Vendor Site Information, including ERP Site ID, Invoice Flag, and XMVL Name and Vendor Scope. Purchase Order Information, including PO ALC, PO ALC Name, and PO Number Invoice Information, including Invoice Status and Invoice Number Invoice Summary Information = Grand Total
Purchase Order Reports	Purchase Order Information section, including ALC, Currency, PO Date, PO Status, Current Revision Number, Approval Date, Site ID, Set ID, Business Unit, Cost Center, Department ID, XMVL Vendor Name, Quantity Invoiced, Supplementary PIID Purchase Order Status Information, including Activity Date and Reason Invoice Information, including Due Date, E-Receipt Date, Invoice Date, Invoice Number, Scheduled Pay Date, and Post Status Supplier Information, including Match Status and Scope.
User Reports	User Information, including Name, Login ID, User Creation Date, Email Address, Phone Number, Business Unit. Set ID, Last Time Logon Role Information – Role Name Permissions Information – Permission Description Audit Information, including Activity Date, Comments, Modified By Note: The User report requires Invoice View permission; otherwise it is not available from the selection box. IPP filters the User report by the Disburser user’s Group permissions. Within Invoice View permission, the Disburser Administrator grants the user access to configured groups.
XMVL Reports	Vendor Information, including ERP Set ID, Vendor ID, Vendor Name, and XMVL TIN/IPPID Vendor Site Information, including Activation Date, Address, Invoice Flag, Invoice Count, XMVL Name and Scope XMVL Audit Information, including Activity, Audit Date, IPP Status and User ID.

Manage Column Access

The Disburser users with the Report Wizard Administration permission assigned to one of their roles use this feature to limit access to certain columns for users assigned to a specific role. IPP divided the column selection page into sections that correspond to the report types.

Address Information	Permission Information
Audit Information	Purchase Order Information
Company Information	Purchase Order Status Information
Enroll Activation Match Information	Role Information
Enrollment Information	Supplier Information
Invoice Information	User Information
Invoice Payment Due Information	Vendor Information
Invoice Status Update Information	Vendor Site Information
Invoice Summary Information	XMVL Audit Information
Payment Information

Related Procedures