Summary

The Payment Plan Report will display the account information associated with each of the selected payment plan accounts.

Step by Step

1     Open the Payment Plans Report window (UB> Reports> Payment Plans).

2     Configure the report.

• Select which payment plans to include in the report.
  • Choose a Plan Status from the drop-down menu to filter the report by the payment plan status.
  • Enter dates in the Promise Date From and Promise Date To fields to filter the report by promise date.
    • The Plan Status and Promise Date are both maintained in the Account Maintenance window (UB> Maintenance> Account> Account Tab> Payment Plan Sub-tab).
  • Check the Exclude failed plans with a zero balance toggle to only print those accounts with both failed payment plans AND outstanding balances.
  • The report will display the Account Number, Customer Name, Reference Number, Status, Enter Date, Promise Date, Amount, and Entered By. It will also display Pending and Report Totals.

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.
  • 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.