Reports

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ACH Universal > First Steps > ACH Universal Self-Guided Tour > Reports

Overview

 

Reports allows you to create reports to analyze imported (and non-imported) data.  These reports can be grouped by many different criteria, as well as printed or exported (as a spreadsheet or even HTML).

 

Steps

 

On the Main Screen, click Reports.  (Alternatively, you can select Reports from the Report menu off the main menu).

 

This will load the Report Creator (Figure 1 below).

 

Figure 1 - Report Creator
Figure 1 - Report Creator

 

In the Report Selection box, select the report you wish to view.  It will be created automatically.

 

See Reports for more information on creating and working with reports on live data.

 

You have now completed the Self-Guided Tour.  Using sample data, you have imported a file of transactions, created and transmitted the ACH file, and then run reports on the data.

 

To begin working with your live data, see Creating An Account.

 

 


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