ACH Universal > Reports > Advanced Reporting > General Usage
At the top of the Advanced Reporting screen is the toolbar (Figure 1 below). This gives you quick access to commonly used features for working with reports.
 Figure 1 - Advanced Reporting toolbar |
Running a report
To select a report, select it from the dropdown box in the far left. Some of the most commonly used reports are:
| • | All Records (used with specific groupings) |
| • | Transmittal Log (to track ACH file transmissions) |
| • | Untransmitted Records |
To select a date range, select it from the next dropdown box. Your date choices are:
| • | Last Month (From will be set to 30 days from current date) |
| • | Last 3 Months (From will be set to 90 days from current date) |
| • | Last 6 Months (From will be to set to 180 days from current date) |
| • | Last Year |
| • | User-Defined Date Range |
| • | All Periods |
Click Run Report. The data will be displayed in the grid.
Buttons
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Columns (select fields to show in report) |
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Select All |
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Unselect All |
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Expand All (used with groupings) |
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Collapse All (used with groupings) |
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Copy Selected Rows and Columns (paste to Excel) |
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Export (All rows, visible columns to Excel) |
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Help |
Customizing Fields
You can arrange the fields in any order. To do so, click and drag the column header to its new location.
Fields can also be resized. To do so, move the mouse cursor to the edge of the column header. The column header will be outlined in orange and the cursor will change types. Click and hold and drag the header wider or narrower. For example:
is how Amount would look when being resized. No other fields will be affected.
Page url: http://www.treasurysoftware.com/Help_ACH_Universal/index.html?reports_advanced_general.htm