View savings from Volume Incentives for buyers program

Buyers can create a report to view the savings that they received from the Volume Incentives for buyers program. For more information on this program, see Applying discounts for buyers.

  1. Enter your email address and password to log in to the Index UI at app.indexexchange.com.

  2. If you have more than one account, select the account that you want to access.

  3. Go to Reports.

  4. Click CREATE REPORT.

  5. In the Custom Report section, click Create a custom report.

  6. In the Date range drop-down list, select the date range that you want to see for this report. For more information on the date range options, see Create a custom report.

  7. In the Dimensions section, select Buyer Volume Incentives Applied to see whether a transaction has a Volume Incentives rate applied.

    8. Note: Specific dimensions and measures are automatically disabled when they cannot be used with another dimension or measure that you have already selected. Only one dimension or measure is required for the report to be valid. For more information about available reporting fields, see Available fields.

  8. In the Measures section, select Buyer Volume Incentives - Savings Amount to see the savings that you received for a transaction through the Volume Incentives for buyers program.

  9. After finalizing the details for your report, choose one of the following options:

    Option Description

    Run

    Choose this option if you want to run the report without saving it first. Once you run the report, you can choose one of the following options:

    • Edit. You can edit the current report before deciding whether to run, save & run, or save the edited report.

    • Save. You can save the current report. For instructions on saving a report, see step 10 below.

    • Download. You can download the current report. For more information about downloading reports, see Download a saved report .

    Save & Run

    Choose this option if you want to save and run the report. For instructions on saving your report, see step 10 below.

    Save

    Choose this option if you want to save the report. For instructions on saving your report, see step 10 below.

  10. Optionally, you can save and schedule the automated delivery of your report. To save your report, complete the following steps:

    1. In the Name field, enter a name for your report.

    2. Optionally, schedule your saved report by choosing your Delivery Schedule, Delivery frequency, Delivery date range, and Recipient emails. For more information about available scheduling options, see Create a custom report.

    3. If you are saving and running your report, click SAVE & RUN. If you are saving your report, click SAVE.