A.

Name the report

From the main Item & Cost window:

1. Click Request Deposit Reports.

2. If desired, enter a different name in the Report Name field. This will be the title of the report, and will appear on each page of an RTF-format report.

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B.

Select the Format and Delivery Type

1. Select a Format.

2. Select a Delivery Type.

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C.

Select the Deposit Jurisdiction & Classification

1. Select the Deposit Jurisdiction of the deposits to report.

2. Click Refresh Classification Choices.

3. If desired, select a specific Deposit Classification.  You can leave this set to Not Selected to include all classifications for that jurisdiction.

4. Select to report on items currently assigned to a Classification, not assigned, or both.

• Assigned to Selected Deposit Classification - Include items currently assigned (default).

• Not Assigned to Selected Deposit Classification - Include items not currently assigned.

5. The "as of" date for which the deposit is In Effect On lists today's date by default. Change this if desired.

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D.

Select the sort order and run the report

1. Use the three Order By drop-down lists to select the sort order for the report.

2. The report is sorted in ascending order (lowest to highest) by default. If you desire a descending order, de-select the Asc (ascending) box.

3. Click Report.

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Note:  If a report is over 2MB in size, it normally will not be sent as an e-mail attachment.  Instead, you are notified by e-mail that the report is ready to download.  

Click Download from any Prescient window, Find and select the file, then click File Download to transfer it to your computer.

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