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.

Step by Step

1     Open the Category List window (CR> Reports> Category List Report).

2     Configure the 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.

3     Print the report.

• 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 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).
• 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.