Summary 

The Refunds report will display assessment and transaction details for a filtered range of Special Assessments module refund transactions.

Step by Step

1     Open the Refunds report window (SA> Reports> Refunds).

2     Configure the report.

• Check the toggle next to each Type that you would like to include in the report. Assessment types are used as templates when creating new assessments.
  • By default, all assessment types will be selected.
  • Assessment types are created and maintained on the Assessment Type Maintenance window (SA> Maintenance> Assessment Type).
• Check the toggle next to each Cycle that you would like to include in the report. Billing cycles are used to group accounts that should be billed in the same billing batch.
  • Billing cycles are created and maintained on the Billing Cycle Maintenance window (SA> Maintenance> Billing Cycle).
• Check the toggle next to each Status that you would like to include in the report. Assessment statuses are used to indicate the current status of an assessment.
  • Assessment statuses are created and maintained on the Assessment Status Maintenance window (SA> Maintenance> Assessment Status).
• Specify a Minimum Tran Balance to filter the refund transactions by the amount refunded. This value must be zero or less.
• Check the Print Contact Information toggle to include contact details for any contact types attached to the assessments displayed in the report.
• The report will display the Assessment Number, Billing Cycle, Customer Number, Assessment Type, Assessment Status, Invoice Number, Transaction Type, and Transaction Date. If the Print Contact Information toggle is checked, the Customer Name, Mailing Address, and Phone Number will also be displayed. The report will also provide a Total Refunds amount for the 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. Hover over the Info icon to view the parameters on the previous report.
  • This section will display the last ten times the report was generated.