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Getting notified when an ordered report is complete in Bill Analyst

After you have ordered a billing report, you can set up an email notification to let you know when your order is complete. In addition, you can have a notification emailed to other people in your organization when an order you placed is ready.

Note: You can change your preference whether Bill Analyst sends HTML- or text-formatted emails.

To get notified when an ordered report is complete:

  1. From the main menu, select Billing > Invoice Management. 
Invoice Management
  1. From the list of accounts, click the blue hyperlink for the account you want to work with.
Hosted Bill Analyst
  1. Click the Reports tab, then click Detail Reports.
Detail Reports
  1. Select the report you want to be notified about, then click Order.
Order Report
  1. In the Order section, from the Data list, select the month of the statement you want to order.
  1. In the Order Frequency section, select how often you want the report to be generated by doing one of the following:

    • To order the report only one time, select the One-time radio button.

    • To order the report every month, select the Monthly On day...of every month radio button, then from the list, select the day you want the report generated. In our example, we selected this option.
  1. In the Order Format section, select the format you'd like to receive your report in by doing one of the following:

    • To receive a report in a portable document format, select the PDF radio button.

    • To receive a report in an editable Excel spreadsheet, select the CSV radio button.

    • To receive a report in Extensible Markup Language, select the XML radio button.
  1. In the Order Delivery section do one for the following:

    • For you to receive a notification by email when your order is complete, select the Notify me by e-mail when my order is complete radio button.

    • For you and your colleagues to receive a notification by email, do one of the following:

      • To receive a link to download the report without logging into the application, select the Notify me and any additional recipients below by e-mail, and include a link to download the order without logging into the application radio button. 

      • To receive the report as an attachment in the email, select the Notify me and any additional recipients below by e-mail, and attach the completed order. Files exceeding 2MB will not be attached radio button.

      • To send the order to your SFTP location, select the Notify me and any additional recipients below by e-mail, and send the order to the selected SFTP location radio button, then from the SFTP Locations list, select the SFTP destination. Before you can select this option, you first need to add an SFTP location to your account.

      • To notify your colleagues when your order is complete, type their email address in the Send Additional Notifications To field.
  1. Click Submit Order.