Summary

The Payment Plan Report will display the account information associated with each of the selected payment plan accounts.

Step by Step

1     Open the Payment Plans Report window (UB> Reports> Payment Plans).

2     Configure the report.

• Select which payment plans to include in the report.
  • Choose a Plan Status from the drop-down menu to filter the report by the payment plan status.
  • Enter dates in the Promise Date From and Promise Date To fields to filter the report by promise date.
    • The Plan Status and Promise Date are both maintained in the Account Maintenance window (UB> Maintenance> Account> Account Tab> Payment Plan Sub-tab> Plan Maintenance Section).
  • The report will display the Account Number, Customer Name, Reference Number, Status, Enter Date, Promise Date, Amount and Entered By. It will also display Pending and Report Totals.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).