Summary

The Payments by System report displays a filtered list of payment receipts that be filtered by system, date or status. You can also limit the report results to only those entered at a specific cash receipts station or by a specific operator.

Step by Step

1     Open the Payments by System report window (CR> Reports> Payments by System).

2     Configure the report.

• The Systems field is used to filter the report by the selected systems. Check the toggle next to each system you would like to include in the report.
  • You can also use the Select All and Deselect All toggles to select all or deselect all sytems.
• Select a Report Type from the drop-down menu.
  • The Summary report will display the System, Type/Fee, Amount, system subtotal and report total.
  • The Detail report will display everything included in the Summary report as well as the Receipt Number, Customer Number, Name, Description, Date, Void status and Amount for each line item.
• Enter a Batch Number or click the search icon   next to the field to select one from a list.
• The Receipt Date From and Receipt Date To fields are used to filter the report by a specific receipt date range.
• The Commit Status drop-down menu is used to specify whether the report will include committed, uncommitted or all payment data.
• The Receipt Status drop-down menu is used to specify whether the report will include valid, voided or all receipts.
  • Voided receipts will display a large red VOID in the Receipt Information section on the receipt (CR> Maintenance> Display Receipts).
• The Operator drop-down menu is used to filter the report results by the operator associated with the payment.
  • Operators are created and maintained on the Operator Maintenance window (CR> Maintenance> Operator).
• The Station drop-down menu is used to filter the report results by the station used to enter the payment.
  • Stations are created and maintained on the Station Maintenance window (CR> Maintenance> Station).
• Check the Print Receipt Number Totals toggle to include the # of Receipts column in the generated report. This column will display the total number of receipts for each type/fee row in the report. The total number of receipts will also be displayed for each system and the entire report.

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 PDF to print the report in the default Springbrook PDF format.
  • Select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • 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 a print option is selected, that option will automatically be selected the next time you access the report. For example, if you select Excel from the drop-down menu, the next time you access the report the Excel button will be displayed by default.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.
• 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.