| Audience | Fleet Admins |
| Applies To | Motive Card |
Introduction:
The Spend Summary Detail report gives the total spending and savings over a specified time. Fleet Admins can check and download Spend Summary Details reports using Fleet Dashboard.
Steps: Downloading Spend Summary Detail report
1. Log in to the Motive Fleet Dashboard and click on the Report.
2. Click Cards.
3. Click Spend Summary Detail.
5. Use the filters Date, Group, categories, and cardholders to filter out results.
6. The Date filter also has an option to see details based on Posted Date.
7. Click the three dots to view download options.
8. Select the export option either PDF or CSV. Once done, the report is downloaded directly to your computer, and a copy is sent via email.
Understanding Spend Summary Discrepancies
1. Compare the total spend values in different tabs (e.g., Category, Card, Vehicle, Driver, Group).
2. If the totals do not match, proceed to the explanation provided within the report.
3. A message appears in the Category and Card tabs when a discrepancy is detected. The message explains that:
- The Vehicle, Driver, and Group tabs reflect the actual transaction amounts (posted date).
- The Category and Card tabs sum individual line items, which may result in minor differences.
- Motive is working with merchants to reduce these discrepancies.
| Note: If you selects a time period where the totals match, the message will disappear. |