Cirrus CR> Reports> Payments by System

Payments by System Report

 

Summary

 

The Payments by System report displays a filtered list of payment receipts that be filtered by system, date or status. You can also limit the report results to only those entered at a specific cash receipts station or by a specific operator.

 

Related Links

 

Click here for information on the Display Receipts window.

Click here for information on Operator Maintenance.

Click here for information on Station Maintenance.

 

Step by Step

 

1     Open the Payments by System report window (CR> Reports> Payments by System).

 

2     Configure the report. 

 

  • The Systems field is used to filter the report by the selected systems. Check the toggle next to each system you would like to include in the report.
    • You can also use the Select All and Deselect All toggles to select all or deselect all sytems.
  • Select a Report Type from the drop-down menu.
    • The Summary report will display the System, Type/Fee, Amount, system subtotal and report total.
    • The Detail report will display everything included in the Summary report as well as the Receipt Number, Customer Number, Name, Description, Date, Void status and Amount for each line item.
  • Enter a Batch Number or click the search icon next to the field to select one from a list.
  • The Receipt Date From and Receipt Date To fields are used to filter the report by a specific receipt date range.
  • The Commit Status drop-down menu is used to specify whether the report will include committed, uncommitted or all payment data.
  • The Receipt Status drop-down menu is used to specify whether the report will include valid, voided or all receipts.
  • The Operator drop-down menu is used to filter the report results by the operator associated with the payment.
  • The Station drop-down menu is used to filter the report results by the station used to enter the payment.
  • Check the Print Receipt Number Totals toggle to include the # of Receipts column in the generated report. This column will display the total number of receipts for each type/fee row in the report. The total number of receipts will also be displayed for each system and the entire 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. This section will display the last three times the report was generated.