A.

Name the report

From the Item & Cost tab:

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.

2. • 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 File Registry from any Park City Group window, Find and select the file, then click Download to transfer it to your computer.

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