Summary

Follow this process to print the LP Refunds Report.

Step by Step

1     Open the Refunds Report window (LP> Reports> Refunds).

2     Configure the report.

• Check the toggle next to each License Type you would like to include in the report. All license types will be checked by default.
  • License types are created and maintained on the License Type Maintenance window (LP> Maintenance> License Type).
• Check the toggle next to each Category you would like to include in the report. All categories will be checked by default.
• Check the toggle next to each License Status you would like to include in the report. All license statuses will be checked by default.
  • License statuses are created and maintained on the License Status Maintenance window (LP> Maintenance> License Status).
• Select a Tran Date from the drop-down menu.
• Enter a Minimum Tran Balance to limit the displayed accounts by account balance.
• The report will display the Category, Application Number, License Number, Customer Number, License Status, Balance, Invoice Number, Transaction Type, and Transaction Date. The report will also provide a Total Refunds amount. Check the Print Contact Information toggle to include the Customer Name, Mailing Address, and customer Phone Number on the report.

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).