Summary

The Transaction History report will display historical assessment transaction information filtered by transaction type and transaction date.

Step by Step

1     Open the Transaction History report window (SA> Reports> Transaction History).

2     Configure the report.

• Check the toggle next to each Transaction Type that you would like to include in the report.
  • By default, all transaction types will be selected. You can use the Select All   or Deselect All   icons to select or deselect all the displayed transaction types.
• Enter an Assessment Number or click the field label to select one from a list.
  • The assessment number is assigned when the assessment is initially created (SA> Maintenance> Assessment).
  • An Assessment Number, Tax Lot or Customer Number must be specified in order to run the report.
• Enter a Tax Lot or click the field label to select one from a list.
  • Tax lots are attached to assessments on the Assessment Maintenance window (SA> Maintenance> Assessment> General tab> Lot Number field).
• Enter a Customer Number or click the field label to select one from a list.
  • Customer numbers are attached to assessments on the Assessment Maintenance window (SA> Maintenance> Assessment> Customer Number field).
• Select a Sort By option from the drop-down menu.
  • The report can be sorted by Assessment Number, Customer Number or Tax Lot.
• Select a Report Type from the drop-down menu.
  • The Summary report type will display the Assessment Number, Customer Number, Tax Lot, Transaction Type, Invoice Number, Tax Type, Transaction Date, Post Date, Due Date, Journal Entry Date, Description and transaction Amount.
  • The Detail report type will display everything included in the Summary report as well as the Fee Code, Fee Type and Fee Amount for each displayed transaction.
• Select a Date Type from the drop-down menu. This selection will determine what date type is used when filtering the transactions included in the report by date range with the History Date From and History Date To fields.

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).