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How-To: Create a Deposit Report using Reports Tab

Summary

How to Create a Deposit Report using the Reports tab?

 

Solution

This article illustrates the steps you can take to create deposit reports using the reports tab and have it run on schedule as well.

 

  1. Go to Reports tab at the top of the screen or access it thru any form manager.
  2. Click on New Report to create a report. 

    New Report button under Report tabNew Report button under Report tab

  3. Choose the name for the report.

  4. Choose "Deposits" from the drop-down menu. 

  5. Turn off "Immediately publish and skip the report editor".

    Turn off Immediately publish and skip the report editorTurn off Immediately publish and skip the report editor

  6. Click on Submit.
  7. It will take you to Report builder.

  8. By Default, there will be 6 tabs. Delete the ones you don't need by going to Actions and choosing Delete.

    Delete the reportsDelete the reports
  9. After sorting the tabs or choosing to keep as it is, Click on Add Custom Filter to put Start and End Date for Deposits. 

  10. Select Deposit Date From drop down, choose "start of current month" as shown below.

  11. Click on Add and Submit.

    Submit custom filtersSubmit custom filters
  12. Custom filter will be added to the tab as shown below.

    Added Custom filtersAdded Custom filters
  13. Click on Publish.

  14. In Reports tab, click on Actions and choose Generate from the drop-down option. 

    Generate reportGenerate report
  15. Go to "Report Requests" tab and download you report once its completed.

     

 

 

 

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Summary

How to Create a Deposit Report using the Reports tab?

 

Solution

This article illustrates the steps you can take to create deposit reports using the reports tab and have it run on schedule as well.

 

  1. Go to Reports tab at the top of the screen or access it thru any form manager.
  2. Click on New Report to create a report. 

    New Report button under Report tabNew Report button under Report tab

  3. Choose the name for the report.

  4. Choose "Deposits" from the drop-down menu. 

  5. Turn off "Immediately publish and skip the report editor".

    Turn off Immediately publish and skip the report editorTurn off Immediately publish and skip the report editor

  6. Click on Submit.
  7. It will take you to Report builder.

  8. By Default, there will be 6 tabs. Delete the ones you don't need by going to Actions and choosing Delete.

    Delete the reportsDelete the reports
  9. After sorting the tabs or choosing to keep as it is, Click on Add Custom Filter to put Start and End Date for Deposits. 

  10. Select Deposit Date From drop down, choose "start of current month" as shown below.

  11. Click on Add and Submit.

    Submit custom filtersSubmit custom filters
  12. Custom filter will be added to the tab as shown below.

    Added Custom filtersAdded Custom filters
  13. Click on Publish.

  14. In Reports tab, click on Actions and choose Generate from the drop-down option. 

    Generate reportGenerate report
  15. Go to "Report Requests" tab and download you report once its completed.

     

 

 

 

Was this Article Helpful?

  • Kudo this article if you found it helpful. It will help others find this resource.
  • Comment directly on this article to request clarification or share feedback about the content of the article.
  • Use the product-specific forum for questions not directly related to this article.

Summary

How to Create a Deposit Report using the Reports tab?

 

Solution

This article illustrates the steps you can take to create deposit reports using the reports tab and have it run on schedule as well.

 

  1. Go to Reports tab at the top of the screen or access it thru any form manager.
  2. Click on New Report to create a report. 

    New Report button under Report tabNew Report button under Report tab

  3. Choose the name for the report.

  4. Choose "Deposits" from the drop-down menu. 

  5. Turn off "Immediately publish and skip the report editor".

    Turn off Immediately publish and skip the report editorTurn off Immediately publish and skip the report editor

  6. Click on Submit.
  7. It will take you to Report builder.

  8. By Default, there will be 6 tabs. Delete the ones you don't need by going to Actions and choosing Delete.

    Delete the reportsDelete the reports
  9. After sorting the tabs or choosing to keep as it is, Click on Add Custom Filter to put Start and End Date for Deposits. 

  10. Select Deposit Date From drop down, choose "start of current month" as shown below.

  11. Click on Add and Submit.

    Submit custom filtersSubmit custom filters
  12. Custom filter will be added to the tab as shown below.

    Added Custom filtersAdded Custom filters
  13. Click on Publish.

  14. In Reports tab, click on Actions and choose Generate from the drop-down option. 

    Generate reportGenerate report
  15. Go to "Report Requests" tab and download you report once its completed.

     

 

 

 

Was this Article Helpful?

  • Kudo this article if you found it helpful. It will help others find this resource.
  • Comment directly on this article to request clarification or share feedback about the content of the article.
  • Use the product-specific forum for questions not directly related to this article.
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Last update:
‎12-15-2023 10:15 AM
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