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

1Open thePayments by Systemreport window (CR Reports Payments by System).

2Configure the report.

• TheSystemsfield 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 aReport Typefrom 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 aBatch Numberor click the search icon next to the field to select one from a list.
• TheReceipt Date FromandReceipt Date Tofields are used to filter the report by a specific receipt date range.
• TheCommit Statusdrop-down menu is used to specify whether the report will include committed, uncommitted or all payment data.
• TheReceipt Statusdrop-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).
• TheOperatordrop-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).
• TheStationdrop-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 thePrint Receipt Number Totalstoggle 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.

3Print the report.

• Once the required report settings have been specified, click the Print buttonto 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 buttonwill be displayed by default.
• Click the Schedule iconnext 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 clickSUBMIT.
• 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. Hover over the Info icon to view the parameters on the previous report.
  • This section will display the last three times the report was generated.