How to download Spend Summary Detail Report

    Audience Fleet Admins
    Applies To Motive Card

     

    Introduction:

    The Spend Summary Detail report gives the total spend and savings over the chosen time period. Fleet Admins can check and download Spend Summary Details Reports using Fleet Dashboard. It can be done in a few easy steps.

    Steps: 

    1. Log in to Fleet Dashboard.

    2. Click on Reports from the menu on the left side.

     

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    3. Click Cards under the Browse section.

     

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    4. Click on Spend Summary Detail.

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    5. Use the filters on the top like Date, Group, categories, cardholders, etc. to filter out results.

    6. Click the three-dots button on the top right.

    7. Select Export as PDF or CSV as per your choice. Once done, the reports will be downloaded directly to your computer, and a copy of the same is sent via email. 

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