Summary

The Type Code Report allows the user to print a detailed range of information for each type code created in the application. Use this report to display the relationship between individual type codes and a user-defined range of receipts.

Step by Step

1     Open the Type Code Report window (CR> Reports> Type Code).

2     Configure the report.

• Select a Report Type for the report.
  • The Summary Report will display the Receipt Number, Void status, Customer Number, Date and Type Code Listing Name. The report will also provide a report total.
  • The Detail Report will display all the information included in the Summary report as well as the Type Code, Description and Amount.
• Use the Sort By drop-down menu to specify how the report will be organized. The report can be sorted by Customer Number, Date or Receipt Number.
• Enter a Batch Number or click the field label to choose one from a list.
• Enter a date range in the Rcpt Date From and Rcpt Date To fields to filter the report output by date range.
• Select a Commit Status from the drop-down menu. The report can be configured to display Committed, Uncommitted or All Commit Statuses.
• Select a Receipt Status from the drop-down menu. The report can be configured to display Valid, Void or All Receipt Statuses.
• Select an Operator from the drop-down menu. Only user accounts that are set up to enter cash receipts will display on this drop-down menu.
  • Operator accounts are created and maintained on the Operator Maintenance window (CR> Maintenance> Operator).
• Select a Station from the drop-down menu. Only workstations that are set up to enter receipts will display in this drop-down menu.
  • Stations are set up and maintained on the Station Maintenance window (CR> Maintenance> Station).
• Specify which type codes to include in the report by checking the desired toggles in the Types section.
  • Type codes are created and maintained on the Type Code Maintenance window (CR> Maintenance> Type Code).

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).