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Merchant Analysis

Displays each transaction by Merchant Name within Merchant Type. It is a detailed report, which lists each transaction by reference number, statement date and transaction date. Values for Net, Tax and Gross amounts of the transactions are displayed. It also reports the average transaction Net and Gross values for each Merchant.

This report is useful in examining the usage of merchants to see with whom the Account Holders are dealing. The grouping of merchants by type allows the examination of the number of merchants used for similar categories of goods and services, giving the opportunity to seek better terms by consolidating vendors.

The report requires the following parameters:

Parameters

· Account Type

· Date Type

· Statement Period

· From Date

· To Date

· Admin Ctr

· User

· Account Reference Number

· Status

· Transaction Groups

· Sort By

· Output Format

· When

Tips:

· Use the Statement Period parameter whenever the report needs to be submitted for auditing purposes.

· Use the From Date and To Date parameters for ad-hoc reporting (not suitable for auditable statement submission).

· Delete Transaction Groups by selecting them and clicking the Delete selected Transaction Group icon.

Parameters	· Account Type · Date Type · Statement Period · From Date · To Date · Admin Ctr · User · Account Reference Number · Status · Transaction Groups · Sort By · Output Format · When

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