Summary

The Category List Report displays a filtered list of category codes (CR> Maintenance> Category) and the types codes (CR> Maintenance> Types) grouped into those category codes. The report will display the default amount of each type code and can be filtered to include a range of category codes.

Step by Step

1     Open the Category List window (CR> Reports> Category List Report).

2     Configure the report.

• Select a category in the From and To fields to filter the categories that display in the report. All categories included in the range will display in the report.
  • Categories display in the drop-down menu in alphabetical order.
  • If you want to print the report for a single category, select that category in both the From and To fields.
  • All categories set up in the Cash Receipts module will display in the drop-down menu.
  • Categories are set up on the Category Maintenance window (CR> Maintenance> Categories).
  • An information window will open if you select a category in the From field that is after the category in the To field.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Scheduled printing has not yet been enabled for reports generated from process batches. This functionality will be released in an upcoming service pack.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.
• The report will display the category code, category description, type code, type code description, type code amount and category code total. The report will also include a report total.