Summary

The Transaction Report displays a listing of transactions (charges, adjustments, abatements, payments, etc.) within Tax Collection.

Step by Step

1Open theTransaction Reportwindow (TC Reports Transaction).

2Configure the Selection tab.

• TheCodessection is used to select the Adjustment and Transaction type codes to be included in processing.
• TheReport Datefield defaults to today's system date. Enter or select a reference date for the report.
• TheYear FromandYear Tofields are used to enter a beginning and/or ending year to define a range of years to include in the report.
• TheSequence FromandSequence Tofields are used to enter a beginning and/or ending sequence to define a range of sequences to include in the report.
• TheInstallment FromandInstallment Tofields are used to enter a beginning and/or ending installment number to define a range of installment numbers to include in the report.
• TheTransaction Date FromandTransaction Date Tofields are used to enter a beginning and/or ending transaction date range to define the dates to be reported. Leave the transaction date range blank to include all dates.
• TheDue Date FromandDue Date Tofields are used to enter a beginning and/or ending due date range to define a range of due dates to be included on the report.
• TheInstallment Due FromandInstallment Due Tofields are used to enter a range to define the total installment amount due to be reported if selecting bills based on the balance of the payment numbers. Leave the installment date range blank to process regardless of the payment number balances.
  • Installment Balance range refers to the balance due before any interest/penalty has been calculated. If however if a partial payment was previously made, then the remaining balance of interest/penalty will be included. Only purposes selected are used when determining if this condition is true or false for the Installment and bill.
• TheTotal Due FromandTotal Due Tofields are used to define a total amount due range to be reported. To select only debit balance bills, you must enter .01 in the Total Due From field. Otherwise, bills with credit balances will be included. If you wish to include only credit balance bills, you must enter -.01 in the Total Due To field.
• TheBatch Number FromandBatch Number Tofields are used to enter or select a batch range to define a range of batches to be reported.
• TheSignature Labelfield is used to specify a signature label that will print beneath the last signature line on the report.
  • This field will only be enabled if the Signature Lines toggle is checked on the Print Options tab.
• ThePurpose Tablefield is used to enter or select a purpose table to define the purpose codes to be included in processing. Leave blank to include all purpose codes
  • ThePurpose Table Descriptionfield will automatically populate with the description associated with the selected purpose table.
• TheParcel Tablefield is used to enter or select a parcel table to define the Parcel IDs to be used in processing. Leave blank to include all Parcel IDs.
  • TheParcel Table Descriptionfield will automatically populate with the description associated with the selected parcel table.
• Check theSummary Onlytoggle to report Original Amount totals by the sort options selected in the Sort tab.
  • If this toggle is not checked, a detailed report including year/sequence/bill number will be generated.
• Check theGrand Totals Onlytoggle to display the Grand Totals page only.
• Check theExcludetoggle to exclude the Parcel IDs found on the selected Parcel Table.
  • This toggle is only enabled when a Parcel Table has been selected.
  • If a parcel table is selected and the Exclude toggle is unchecked, only those Parcel IDs found on the Parcel Table will be included.

3Configure the Print Options tab.

• Check theAccount Numbertoggle to print the Account Number when printing a detailed report.
• Check theOwner Nametoggle to print the Owner Name 1 and Name 2 for non-UB bills or the Billing Name 1 and Name 2 for UB bills when printing a detailed report.
• Check theOwner Addresstoggle to print the Owner Address (Owner Address 1, Address 2, Address 3, City, State, Zip) for non-UB bills or the Billing Address (Billing Address 1, Address 2, Address 3, City, State, Zip) for UB bills when printing a detailed report.
• Check theLocation Addresstoggle to print the Location Address (Location Street No, Unit, Street Name, Direction, City, State, Zip) when printing a detailed report.
• Check theOriginal Taxabletoggle to print the Original Taxable when printing a detailed report.
• Check theOriginal Amounttoggle to print the Original Amount when printing a detailed report.
• Check theSignature Linestoggle to print three signature lines at the end of a detailed or summary report.
  • A signature label can be specified in the Signature Label field on the Selection tab to print beneath the last signature line.
• Check theNotestoggle to print Ledger Notes when printing a detailed report.
• Check theVehicle IDtoggle to print the Vehicle ID when printing a detailed report.
• Check theVehicle Yeartoggle to print the Vehicle Year when printing a detailed report.
• Check theVehicle Maketoggle to print the Vehicle Make when printing a detailed report.
• Check theVehicle Reg. No.toggle to print the Vehicle Registration Number when printing a detailed report.
• TheSortdata grid is used to sort the report in a different order by selecting the desired sort options from the Sort field. Up to three sort options can be selected.
  • The Sort column identifies the order the transactions are to be sorted on the report. Select the sort options in the order desired. For example, the report will be sorted first by the field selected on the first Sort line, second by the field selected on the second Sort line, etc.
  • Additionally, the user can specify whether page breaks should occur at the change of the sort option and if subtotals are to be displayed at the change of the sort option.

4Print 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 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.