Summary

The Activity Details Export window is used to generate an export file that includes CR activity information related to revenues received by the organization. This export file is designed to help organizations meet state auditing requirements.

Step by Step

1     Open the Activity Details Export window (CR> Utilities> Activity Details).

2     Configure and generate the export file.

• Specify a journal entry date range in the Check Date From and Check Date To fields.
• Click the Display icon to display the expected .csv file layout. The export file will include customer, batch, receipt, GL account, payment and operator data.
• Click the Confirm icon to generate the export file.
• Once the export has finished processing, the Export Settings window will open. This window is used to specify the export path for the Activity Details file.
  • Check the Open toggle if you would like to open the exported file after it is saved locally.
  • Enter the export path location and click the Save icon to export the file to the local path.