Standard Reporting

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ACH Universal > Reports > Standard Reporting

Overview

 

Standard Reporting provides a variety of industry-standard reports for analyzing your data.

 

Loading Report Creator

 

There are two ways to load the Report Creator. You can select Reports from the main menu or click the Reports button on the Main Screen. The Report Creator will load with no report selected (Figure 1 below).

 

Figure 1 - Report Creator
Figure 1 - Report Creator

 

In the top left corner is the report selection dropdown box. In this box you can select the report you wish to view. The reports are broken into five categories:

Record Listings (all records, all transmitted records, or all unimportable records)
Reports (variety of reports on imports and transmissions)
ACH Listings (profiles and multiple origination accounts)
Email
Maintenance (rarely used)

 

If you are unsure which report to run, see Commonly used reports.

See Toolbar Buttons for more information on each button on the toolbar.

See Commonly used reports to learn about popular reports.

See Grouping data to learn how to group data on different fields.

 

 

 


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