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Reports Guide Index

Topic
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1. Reports
2. Daily Boot File
3. Report Notes
4. Deposits
5. Custom Reports
6. Exporting Reports To Excel

 

 

1.  REPORTS Top

1. Select:
· Agency
· Year
· Month
· Report
Note: Once all fields have been chosen, the report will display below

 

2. DAILY BOOT FILE Top

1. Select:
· Agency
Note: Once the agency has been chosen, the report will display below

 

3. REPORT NOTES Top

1. Select:
· Report
Note: Once the report name has been chosen, the report will display below

 

4. DEPOSITS Top

1. Select:
· Agency
· Year
· Month
· Report
Note: Once the all fields have been chosen, the report will display below
2. 'File Name and Deposit Ticket Descriptions'.  When selected, a report will display below showing the format of the file name and deposit ticket

 

5. Custom Reports Top

1. Choose a saved report or create a new report by using the options below
2. Select search options
Note: When selected, each section in the Search Options will expand to give the search criteria options
3. Select criteria to be shown on the report
4. Run search
5. To save the report for future use, select 'Save Report'.  The report will now be in the drop down list from #1
6. To delete a saved report, select 'Delete Report'.  The report will no longer show up in the drop down list from #1

 

5. Exporting Reports To Excel Top



1 - Navigate to the REPORTS tab

2 - Select your desired report (example 401 - Parking Citations Cleared with Bail Revenue Report)

3 - When the report loads you will notice the excel EXPORT button there is an excel option for the report) in the top left section of the report screen.

4 - Click the Export button .

5 - Choose either the option to Open or Save the excel report