How To: Run a Report

Choose the header of the Report type to Run.

(For this example, Payments)

Click directly on the Report name to run the Report.

Report Parameter/Criteria information will be displayed.
(Example of the Payment by Payment Type report)

Complete the Parameter/Criteria information.

·        From: Use the Calendar to select a start date

·        To: Use the Calendar to select an end date

·        Exclude Voids and Adjustments: Use the drop down to choose Yes or No
Yes will not include Voids and Adjustments
No will include Voids and Adjustments

·        Group By: Use the drop down to choose how to group

·        Additional Fields: Depending on the Report, all of the above, or additional fields may be needed.

Click .

A Report will be generated and displayed below the Parameter/Criteria information.

(Example of the Payment by Payment Type Report)

Report Tool Bar

The Report Tool Bar has multiple options for a Report.

v Navigation tool:

v Return to Parent Report: Click  to return to the Parent Report when using a Drill Down.

v View size:  use the drop down to choose the viewing size, from 10 % to 500%, can also view full page or page width.

v Find:  type into the empty field any word or amount to locate within the Report, then Click Find to locate the information.  To go to the next item of the same word or amount Click Next.  (This search feature is a string search.  It will find EXACTLY what is typed into the find field.  To find 1, 284.39 a user cannot type in 1284.39, the user must include the comma.  However, 284 will also find the 1,284.39.  A string search does not take into account what is before or behind the information when searching. It is not case sensitive nor does it have wild cards.)

v Export:  use the drop down to select the format of the export, then Click Export.  The option to open, save, cancel will appear. Choose an action to perform.

v Refresh: Click  to will refresh the report back to the original state.

v Print: Click  to will print the report to the local printer.

v Hide/Show: Click  to hide the Report Parameter/Criteria information. Click  to will show the Report Parameter/Criteria information.

Drill Downs

Batch numbers, Transaction numbers, and at times words within a Report, will have an underline. This makes them link to another Report with additional information.  These are called Drill Downs and a user can move freely throughout the Report researching additional information without having to run multiple Reports.

(Example: a Drill Down of Batch number 1153 from the Payments by Payment Type Report)

Use the Return to Parent Report button () to return to the Parent Report.

Expand/Collapse Information

There is also plus and minus signs next to some report information.  To expand the Report information, click on the plus sign, and more information will be displayed.  To collapse the Report information, click on the minus sign, and less information will be displayed.

(Example of Expanded and Collapse Information from the Payments by Payment Type Report)

Recent and Favorite Headers

The Recent tab heading will display all Reports that the user has run within the last 90 days.  The Favorites tab heading will display all Report that the user has set as a Favorite.

To Add a Report to Favorites, Click on the paper with the green plus sign  to the left of the Report. To Remove a Report from Favorites, Click on the paper with the red x  to the left of the Report.

Favorite Reports can also be viewed from the Home Page under the link Favorite Reports.

Related Topics

Reports