Electronic purchasing card: user guide for approvers
Guidance for approvers on the Scottish Government's electronic purchasing card (ePC).
4. Reporting
SDoL allows you to run a number of reports to check expenditure.
They will be detailed below.
4.1 How to run a report
Go to Reports – Run
![‘ user role – Financial – Account Summary ‘ – Approval route completion and save.](/binaries/content/gallery/publications/advice-guidance/2022/05/scottish-government-electronic-purchasing-card-user-guide-approvers/SCT12219931082_g19.png)
This will bring you to the report list, to run a report click on the report name you need
![‘ RBS Smart Data Online account Homepage user role – running a report‘](/binaries/content/gallery/publications/advice-guidance/2022/05/scottish-government-electronic-purchasing-card-user-guide-approvers/SCT12219931082_g20.png)
In Frequency select the dates you want to run the report for
![user role – running a report – report selection](/binaries/content/gallery/publications/advice-guidance/2022/05/scottish-government-electronic-purchasing-card-user-guide-approvers/SCT12219931082_g21.png)
And click Submit Request
![user role – running a report – date selection](/binaries/content/gallery/publications/advice-guidance/2022/05/scottish-government-electronic-purchasing-card-user-guide-approvers/SCT12219931082_g22.png)
This will send you back to the Dashboard
![user role – running a report – submitting request](/binaries/content/gallery/publications/advice-guidance/2022/05/scottish-government-electronic-purchasing-card-user-guide-approvers/SCT12219931082_g23.png)
Once the report is ready you will receive an email about it. Click the refresh button on the dashboard to view your report
![user role – running a report – report dashboard’](/binaries/content/gallery/publications/advice-guidance/2022/05/scottish-government-electronic-purchasing-card-user-guide-approvers/SCT12219931082_g24.png)
And your report will be there. To download it, click on the name of the report
![user role – running a report – report dashboard – refresh button’](/binaries/content/gallery/publications/advice-guidance/2022/05/scottish-government-electronic-purchasing-card-user-guide-approvers/SCT12219931082_g25.png)
Click the Download Icon
![user role – running a report – report dashboard’](/binaries/content/gallery/publications/advice-guidance/2022/05/scottish-government-electronic-purchasing-card-user-guide-approvers/SCT12219931082_g26.png)
And click Open
![‘user role – running a report – report dashboard – download a report’](/binaries/content/gallery/publications/advice-guidance/2022/05/scottish-government-electronic-purchasing-card-user-guide-approvers/SCT12219931082_g27.png)
Contact
Email: EPC_mailbox@gov.scot
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