Digital Signup reports can be accessed by clicking on the Report hyperlink on the left side menu of any Back Office screen. At the Report main menu, the reports are divided into two categories: Financial Reports and Class Reports. Beneath each category, click on the name of the report to be run. Each report will have its own Search Criteria options. Required criteria options are marked with a red asterisk. Once the criteria are completed, click the “Generate Report” button. The results are displayed in the Report section. Once the report details are displayed, use the Collapse button (^) to easily return to the Search Criteria. Modify the criteria and click “Generate Report” to adjust the report results.
The Report section includes the following options:
- Page selection (First page, Previous Page, Page number, Next Page, Last Page)
- Refresh (not currently available)
- Go to parent report (not currently available)
- Zoom (default is 100%)
- Export (see below)
- Print (see below)
- Find|Next: enter the information you which to search for. E.g. Name, Invoice #, etc.
All Digital Signup reports can be printed using the Print icon . This will convert the report to a PDF file and present the browser’s print window. Adjust any necessary print options and print the report. The print window will automatically close.
All Digital Signup reports can be exported as a PDF or to Microsoft© Word or Excel. These will be formatted when sent for export.
The date and time the reports were processed is displayed in the lower left corner of every report.
Many reports have a Retain and Save Search Criteria option. This is defined by user. This feature is designed to assist the User by retaining previous search criteria. To clear previously saved information, click on the trash can icon and all fields will be reset.
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