Cirrus CR> Reports> Pay Method Listing Report

Pay Method Listing Report

Summary

The Pay Method Listing Report will group and total a filtered list of receipts by the payment method entered on the receipt. Payment methods are created and maintained in CR> Maintenance> Pay Method, and are attached to receipts in the Pay Method field of the Cash Entry window. The report displays the receipt number, receipt date, payment method, operator, station, amount and change. The change column is the amount of change returned on the transaction.

Step by Step

1 Open the Payment Method Listing window (CR> Reports> Pay Method Listing).

2 Configure the report.

Click the search icon next to the Batch field to select a batch from a list and filter the report by the receipts of a specific batch. This will open the Batch Selection window, which will display both committed and uncommitted Cash Receipts batches.
The Pay Method drop-down field is used to filter the transactions included on the report by pay method.
Enter a date range in the Date From and Date To fields to filter the receipts that display in the report by receipt date. The receipt date is not necessarily the same date that the receipt is posted to the general ledger.
- The receipt date is entered in the Date field in the Receipt Information section of the Cash Entry window.
- This date range is limited to a total of 95 days in order to prevent performance issues that could arise when the system attempts to access a very large amount of data.
Select a Station from the drop-down menu to filter the receipts that display in the report by the station that was used to create it.

Stations are set up on the Station Maintenance window (CR> Maintenance> Stations).

Select an Operator from the drop-down menu to filter the receipts that display in the report by the operator that created it.

Operators are set up on the Operator Maintenance window (CR> Maintenance> Operators).

The Receipt Status drop-down menu is used to select the status of the receipts that display on the report.

Select Valid to include only valid receipts on the report. Valid receipts are receipts that have not been voided.
Select Voided to include only voided receipts on the report.

Receipts are voided in the Enter Receipts window in CR> Cash Receipts.

Select the Commit Status of the receipts you would like to display in the report in the drop-down menu.

Select Committed in you only want to include committed receipts on the report. Receipts are committed in CR> Cash Receipts> Commit.
If you selected a committed or uncommitted batch in the Batch field, you do not have to select a commit status from the drop-down menu.

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.

In order to prevent performance problems, only one Pay Method Listing report can be run at any given time. If another user is already attempting to generate the report, you will receive an error message and will need to regenerate the report at a later time.