Reports - CC Transactions Summary by Type

The CC Transactions Summary by Type (CCTSbyT) report displays a summary of all the credit card transactions processed by the location(s) you can access.  The report can be organized either by Batch or by Date by making a selection from the Report Type drop-down menu.  The fields directly under the column headings allow the user to filter the results of the report either by:

  • Typing a value in the field
  • Selecting options from a drop-down menu (indicated by a black down arrow)

Article Contents

  1. Opening the CCTSbyT report
  2. Filtering the report results

 

Open the CC Transactions Summary by Type (CCTSbyT) Report

  1. Select Reports from the left-hand menu.

     
  2. Select CC Transactions Summary by Type from the left-hand Reports menu.

     
  3. The report will open to display a summary of data for any credit card transactions that have been processed by the selected location either by:
    1. Batch
    2. Date

       

Filtering the CC Transactions Summary by Type Report

Use the filter fields to find the specific data you are looking for.


 

In addition to the type-in filter fields, the CCTSbyT report has two drop-down menus for the Deposit Account and the Location columns.