Use the Management Reports window to select from a variety of reports that provide information on fee adjustments, transactions, and productivity by user or transaction. Each type of report has a corresponding report parameter window that appears when you click the corresponding report link.
To open the Management Reports window:
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Use the Fee Adjustments report to list all fee adjustments in transactions or statement manager for a location during the specified time.
Fee Adjustments Report Search window element descriptions
Window element |
Usage |
|---|---|
Location |
Select the location within the state for this report. |
Start Date |
Enter the start date you want to use for the fee adjustments search. |
End Date |
Enter the end date you want to use for the fee adjustments search. |
Search |
Click to begin the search. |
If a customer is mistakenly added more than once into the system, you can merge the records for this customer. The Merge Customer Error report shows customer records that were merged, but an error or failure occurred during processing.
Merge Customer Error Report search window element descriptions
Window element |
Usage |
|---|---|
Location |
Select the location within the state for this report. |
Start Date |
Enter the start date you want to use for the fee adjustments search. |
End Date |
Enter the end date you want to use for the fee adjustments search. |
Search |
Click to begin the search. |
Use the Productivity by Transaction report to provide a listing of transactions for a given month by location.
Productivity Report by Transaction search window element descriptions
Window element |
Usage |
|---|---|
Source System |
You can narrow your search by selecting a function within the product area. |
Location |
Select the location within the state for this report. |
Month |
Enter the month you want to use for the report. |
Year |
Enter the year you want to use for the report. |
Search |
Click to begin the search. |
Use the Productivity by User report to provide a listing of transactions by the users in the specified location.
Productivity Report by User search window element descriptions
Window element |
Usage |
|---|---|
Source System |
You can narrow your search by selecting a function within the product area. |
Location |
Select the location within the state for this report. |
Month |
Enter the month you want to use for the report. |
Year |
Enter the year you want to use for the report. |
Search |
Click to begin the search. |
Use the Productivity by User and Transaction report to provide a listing of transactions per user in the specified location.
Productivity Report by User and Transaction search window element descriptions
Window element |
Usage |
|---|---|
Source System |
You can narrow your search by selecting a function within the product area. |
Location |
Select the location within the state for this report. |
Month |
Enter the month you want to use for the report. |
Year |
Enter the year you want to use for the report. |
Search |
Click to begin the search. |
Use the Transaction History report to provide a listing of transaction tasks by user in the specified location.
Transaction History report search window element descriptions
Window element |
Usage |
|---|---|
Transaction Type |
You can narrow your search by selecting a specific transaction task within the system. |
Location |
Select the state location for the report. |
Username |
You can narrow your search by selecting an individual user within the system. |
Start Date |
Enter the start date you want to use to for the report |
End Date |
Enter the end date you want to use to for the report. |
Search |
Click to begin the search. |
Reset |
Click to empty all fields and start over. |
Use the Transaction Summary report to provide a listing of transactions by type in the specified location.
Transaction Summary report search window element descriptions
Window element |
Usage |
|---|---|
Location Profile |
Select the state location for the report. |
Transaction Type |
You can narrow your search by selecting a specific transaction task within the system. |
Transaction From Date |
Enter the start date you want to use to for the report |
Transaction To Date |
Enter the end date you want to use to for the report. |
Search |
Click to begin the search. |