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The Available Reports window view lists all the scheduled and recently run reports that are ready for viewing or download.
Available reports
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Quickly find your report with the search and filtering tools.
Find your reports
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Click on the icons to open or download your report. The icons depict the report’s format.
Report formats we are having
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Upcoming Reports shows you all the report templates that are scheduled but haven’t run yet.
Upcoming reports
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The Deactivated section displays any report schedules that have been deactivated. Deactivation of a schedule means the report will no longer be generated automatically at the scheduled frequency.
Deactivate reports
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Deactivated reports and schedules can be reactivated or deleted completely.
Reports that were generated before the schedule was deactivated are still available via the corresponding File Type icon.
Reactivate deactivate options
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The Most Popular section displays a list of our most frequently used and most recommended reports, including the latest Dashboard reports.
Most popular reports
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The All section displays all the report templates available for your organization’s program(s) with American Express.
View all reports
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Click on the report name for information about available formats and schedules.
Report information
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Report type
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Setting up a standard report is quick and easy. Search or browse by Client ID or Control Account for the accounts you want to include.
Create report
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Choose your report frequency and formatting options, and Go.Your report will be delivered to your Available Reports screen at the end of each period.
Choose report frequency
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To set up or modify a Customized Report, search or browse by Client ID or Control Account for the accounts you want to include.
Modify customised report
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Choose a custom or predefined date range.
Choose date range
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Use Quick Filters to narrow your results.
Quick Filter
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Use Advanced Filters to find exactly what you need.
Advance Filter
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Add, remove, or rearrange your data columns and run your report!
rearrange data columns
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Customized Reports are delivered to your browser immediately.
Customised Reports
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Save your report, set it to run on a schedule, or print, export, and graph your results directly from the Report Viewer.
Report Viewer
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Right click on a column heading for additional options.
Additional options