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Deposit Report

The Deposit Report displays all payments as line item transactions, and totaled by transaction category.

The Deposit Report can be accessed through the Reconciliation Reports section of the Financial Dashboard.

  1. Select the sections of the database to include on the deposit report
  2. Select the enrollment years you wish to include on the report
  3. Select the payment methods you wish to include on the report
  4. Enter a date range, or leave blank to search for all payments matching the enrollment years selected above
  5. Click Run Report.

The payments matching the criteria will display.

  1. Click to print the report
  2. Click to export the report to a spreadsheet
  3. Payment total
  4. Payment total by transaction category
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