Summary

The Type Listing report will display a list of type codes and type code information including the type code, type description, GL account numbers associated with each type code, and the dollar amount of the type code. All type codes, including those that are inactive, will display on the report. The Type Listing Report will not display the Project Management module task or type code attached to the type code.

Type codes are set up in CR> Maintenance> Type Code Maintenance and attached to a receipt in the Cash Entry window.

Type codes can be grouped into categories in CR> Maintenance> Category Maintenance. Those type codes that are grouped into categories will display on the Category List Report in CR> Reports> Category List.

Step by Step

1Open thePrint Type Listingwindow (CR Reports Type Listing).

2Configure the report.

• Select a type code in theFromandTofields to filter the categories that display in the report. All type codes included in the range will display in the report.
  • Type codes display in the drop-down menu in alphabetical order.
  • If you want to print the report for a single category, select that type code in both theFromandTofields.
  • All type codes set up in the Cash Receipts module will display in the drop-down menu.
  • Type codes are set up on the Type Code Maintenance window (CR Maintenance Type Code).
  • An information window will open if you select a type code in theFromfield that falls alphabetically after the category in theTofield.
• The Type Listing Report will display the type code, type code description, debit and credit GL account, and the amount of the type code. The report will also include a report total.
  • The debit and credit GL accounts are set up on the type code in CR Maintenance Type CodeDebitandCreditfields.

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 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 iconnext 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. 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.