Electronic purchasing card: user guide for a proxy

Guidance for a proxy 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

RBS Smart Data Online account Homepage user role – running a report‘

This will bring you to the report list, to run a report click on the report name you need

user role – running a report – report selection

In Frequency select the dates you want to run the report for

user role – running a report – date selection

And click Submit Request

user role – running a report – submitting request

This will send you back to the Dashboard

user role – running a report – report dashboard

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 – refresh button

And your report will be there. To download it, click on the name of the report

user role – running a report – report dashboard’

Click the Download Icon

user role – running a report – report dashboard – download a report

And click Open

user role – running a report – report dashboard – download a report – opening a report

Contact

Email: EPC_mailbox@gov.scot

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