Generate the House Account Activity Report

Use these steps to generate the Patheon House Account Activity Report. This report displays house account transactions.

1. Log in to Patheon Portal.
2. Select Reports. The Financial Reports panel opens.

1. Select House Account Activity Report. The Preview Parameters section of the House Account Activity Report panel opens.

1. In START DATE, select the opening date and time range for the report. By default, the field is set to 1 week (7 days) prior to the current date, 12:00 AM.
2. In END DATE, select the closing date and time range for the report. By default, the field is set to the current day, 11:59 PM.
3. In ACCOUNT, select the house account(s) to include. All house accounts (default), select multiple house accounts, or one house account can be selected.

1. Select Submit. The report generates for the provided parameters. Tip: Select the Preview Parameters icon to close the section and expand the report to the full panel.
2. To generate the report with different parameters, open the Preview Parameters section, enter new parameters, and select Submit.