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.
- Go to Reports tab at the top of the screen or access it thru any form manager.
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Click on New Report to create a report.
New Report button under Report tab
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Choose the name for the report.
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Choose "Deposits" from the drop-down menu.
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Turn off "Immediately publish and skip the report editor".
Turn off Immediately publish and skip the report editor
- Click on Submit.
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It will take you to Report builder.
- By Default, there will be 6 tabs. Delete the ones you don't need by going to Actions and choosing Delete.
Delete the reports
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After sorting the tabs or choosing to keep as it is, Click on Add Custom Filter to put Start and End Date for Deposits.
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Select Deposit Date From drop down, choose "start of current month" as shown below.
- Click on Add and Submit.
Submit custom filters
- Custom filter will be added to the tab as shown below.
Added Custom filters
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Click on Publish.
- In Reports tab, click on Actions and choose Generate from the drop-down option.
Generate report
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Go to "Report Requests" tab and download you report once its completed.
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