CR> Reports> Category List
Summary
The Category List Report displays a filtered list of category codes (CR> Maintenance> Category) and the types codes (CR> Maintenance> Types) grouped into those category codes. The report will display the default amount of each type code and can be filtered to include a range of category codes.
Related Links
Click here for information on the Jobs Viewer window.
Click here for information on the View Reports window.
Click here for information on the Report Publisher.
Step by Step
1 Open the Category List window (CR> Reports> Category List Report).
- Select a category in the From and To fields to filter the categories that display in the report. All categories included in the range will display in the report.
- Categories display in the drop-down menu in alphabetical order.
- If you want to print the report for a single category, select that category in both the From and To fields.
- All categories set up in the Cash Receipts module will display in the drop-down menu.
- Categories are set up on the Category Maintenance window (CR> Maintenance> Categories).
- An information window will open if you select a category in the From field that is after the category in the To field.
- Click the Print icon
to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time.
You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs). Click here for information on the Jobs Viewer window.- Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
- Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
- Click the Print icon drop-down menu and 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 the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report). Click here for information on the View Reports window.
- The report will display the category code, category description, type code, type code description, type code amount and category code total. The report will also include a report total.