Summary

The Transaction History report will display historical assessment transaction information filtered by transaction type and transaction date.

Step by Step

1     Open the Transaction History report window (SA> Reports> Transaction History).

2     Configure the report.

• Check the toggle next to each Transaction Type that you would like to include in the report.
  • By default, all transaction types will be selected.
• Select a Sort By option from the drop-down menu.
  • The report can be sorted by Assessment Number, Customer Number, or Tax Lot.
• Select a Report Type from the drop-down menu.
  • The Summary report type will display the Assessment Number, Customer Number, Tax Lot, Transaction Type, Invoice Number, Tax Type, Transaction Date, Post Date, Due Date, Journal Entry Date, Description, and transaction Amount.
  • The Detail report type will display everything included in the Summary report as well as the Fee Code, Fee Type, and Fee Amount for each displayed transaction.
• Enter an Assessment Number or click the field search button   to select one from a list.
  • The assessment number is assigned when the assessment is initially created (SA> Maintenance> Assessment).
  • An Assessment Number, Tax Lot, or Customer Number must be specified in order to run the report.
• Enter a Tax Lot or click the field search button   to select one from a list.
  • Tax lots are attached to assessments on the Assessment Maintenance window (SA> Maintenance> Assessment> General tab> Lot Number field).
• Enter a Customer Number or click the field search button   to select one from a list.
  • Customer numbers are attached to assessments on the Assessment Maintenance window (SA> Maintenance> Assessment> Customer Number field).
• Select a Date Type from the drop-down menu. This selection will determine what date type is used when filtering the transactions included in the report by date range with the History Date From and History Date To fields.

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.