Statements
The Statements tab provides detailed financial and transactional reports related to fleet activities. This report allows fleet operators and administrators to view, filter, and download statements for financial reconciliation. To access the Statements reports, log in to ChargePoint Platform and navigate to Fleets > Reports > Statements.
Use the Show/Hide Columns option to customize the fields that appear in the report.
The table is updated based on the selection, allowing you to focus on the most relevant information.
|
Field Name |
Description |
|---|---|
|
Org Name |
The organization associated with the statement. |
|
Fleets |
The fleet linked to the transaction. |
|
Payment ID |
The unique identifier for the payment transaction. |
|
Customer ID |
The customer’s unique identification number. |
|
Currency |
The currency in which transactions are processed for example, Australian Dollars (AUD). |
|
Amount |
The total transaction amount. |
|
Transaction Month |
The month and year in which the transaction occurred. |
|
|
Provides an option to download the statement in PDF format. |
You can apply multiple filters to narrow down the data. Select the Add Filter button to include additional fields. Select Contains/Does Not Contain/Is from the drop-down list. Select Match all or Match any radio button. Click Apply Filters to take into consideration the selection made in the filter and generate the report.
Click the Export button to download the data for analysis, auditing, troubleshooting, or compliance tracking.
Export (visible columns): Exports only the fields selected in the Show/Hide Columns.
Export (all columns): Exports all connection data fields, regardless of visibility.
