Cirrus CR> Reports> Type Code

Type Code Report

Summary

The Type Code Listing Report allows the user to print a detailed range of information for each type code created in the application. Use this report to display the relationship between individual type codes and a user-defined range of receipts.

Click here for information on the Type List Report.

Step by Step

1 Open the Type Code Listing Report window (CR> Reports> Type Code Listing).

2 Configure the report.

Specify which type codes to include in the report by checking the desired toggles in the Types section.
- Type codes are created and maintained on the Type Code Maintenance window (CR> Maintenance> Type Code). Click here for information on Type Code Maintenance.
Select a Report Type for the report.
- The Summary Report will display the Receipt Number, Void status, Customer Number, Date and Type Code Listing Name. The report will also provide a report total.
- The Detail Report will display all the information included in the Summary report as well as the Type Code, Description and Amount.
Use the Sort By drop-down menu to specify how the report will be organized. The report can be sorted by Customer Number, Date, or Receipt Number.
Enter a Batch Number or click the search icon next to the field to choose one from a list.
Enter a date range in the Receipt Date From and Receipt Date To fields to filter the report output by date range.
Select a Commit Status from the drop-down menu. The report can be configured to display Committed, Uncommitted or All commit statuses.
Select a Receipt Status from the drop-down menu. The report can be configured to display Valid, Void or All receipt statuses.
Select an Operator from the drop-down menu. Only user accounts that are set up to enter cash receipts will display on this drop-down menu.
- Operator accounts are created and maintained on the Operator Maintenance window (CR> Maintenance> Operator). Click here for information on Operator Maintenance.
Select a Station from the drop-down menu. Only workstations that are set up to enter receipts will display in this drop-down menu.
- Stations are set up and maintained on the Station Maintenance window (CR> Maintenance> Station). Click here for information on Station Maintenance.

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.