TC> Reports> Receipt Type Report

Receipt Type Report

 

Summary

 

The Receipt Type Report will display a list of active, inactive, or both active and inactive receipts sorted by receipt number or year/sequence. The report will include the Receipt Type, Receipt Description, Adjustment, District, Year, Sequence, RS value, RSS value, and Fee.

 

Related Links

 

Click here for information on the Cirrus Jobs Viewer page.

 

Step by Step

 

1     Open the Receipt Type Report window (TC> Reports> Receipt Type).

 

2     Configure the report. 

 

  • The Report Date field will default to today’s system date. Enter or select a reference date for this report.
  • The Year From and Year To fields are used to enter a beginning and/or ending year to define a range of years to include in processing.
  • The Sequence From and Sequence To fields are used to enter a beginning and/or ending sequence to define a range of sequences to include in processing.
  • The Receipt Type From and Receipt Type To fields are used to enter a beginning and/or ending receipt type to define a range of receipt types to include in processing.
  • The Sort By field is used to determine if the report will be sorted by Receipt or Year/Sequence.
  • The Status field is used to determine if the report will include only Active receipts, only Inactive receipts, or All receipts.

 

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.