Add Check Management Reports Page

Use this page to create a report definition that you can use to generate and print customized summary or detail customer reports. Report definitions allow you to create customized reports to meet your unique needs.

Once you define the information you want on the report, you can generate it, preview it, and make any necessary changes before you actually save the report definition. Once the definition is saved, you can use it at any time to generate the customized report.

NOTE: The names of required field are in bold text.  In addition, they are marked (by default) with an asterisk (*).  In your configuration the field mark may be other than an asterisk.

Report Type

Summary
Detail

Report Identifier

Report Name
Report Description

Report Filters: This table lists the criteria by which you can select records for inclusion or exclusion on the report. Once you select a report filter, you must specify a qualifier, which is a Boolean operator used in conjunction with both the Filter and Value fields to determine which records to select. You must also specify a value or range of values, depending on the qualifier.

Filter
Qualifier
Value(s)

Filter values can be specified for the following fields, as desired.

Financial Institution
Account
Status
Type
Amount
Entry Date
Check Number
Entry User

Report Sort: The order in which you want information selected for the report to be sorted. You can select up to three fields. Sort defaults to the ascending order of the financial institution.

Sort By
Then By
Ascending
Descending