Manage dynamic reports in Collections

You can perform various administrative actions on your dynamic reports from the Reports section. Select Reports → Dynamic reports to get started.

Manage Report Access and Permissions

New dynamic reports are private by default. To share a report with other users, select the lock icon and then select OK. To revoke access, select the lock icon again.

Edit, Copy, or Delete Dynamic Reports

To edit a report:

Select the pencil icon in the Edit column and make your changes in the report builder.

Note: You cannot edit or delete another user’s reports, even when they are shared. You can copy shared reports and edit the copies you create.

To copy a report:

Select the double-sheet icon. Select the copied report to rename it.

To delete a report:

Select the trash can icon, then select OK.

Note: Contact the Billtrust Support team to delete dynamic reports belonging to deactivated users.

Add Labels to Dynamic Reports

Labels group reports by function, making them easier to find.

To create a label:

Select New label (+) from the left menu. The Create label dialog opens.
Enter a label name and select Create label.

To apply a label to reports:

Select the reports you want to label.
Hover over Label all selected reports and select your label from the list.

Select a label from the left menu to view only reports with that label. To edit or delete a label, hover over it and select Edit or Delete from the context menu.

Download Dynamic Reports

Select CSV or XLSX in the Download column to export a report in those formats. Select the dropdown arrow to download in additional formats: TSV, HTML, SQL, and XML.

Sort or Search the Reports List

Select Name to sort reports in A to Z or Z to A order.
Use the search field to find reports by keyword.

Need Help?

If you cannot delete a report belonging to a deactivated user, contact the Billtrust Support team. For other report management issues, confirm that you own the report before attempting to edit or delete it.