Purpose: Shows dues and contribution payments made within a specified date range. The report layout is customized for each association.
Launch Point: This report can be launched from the following location(s):
•Dues → Reports → Other →
•Names → File Maintenance → Reports Drop-Down Menu →
Note: When run from the reports drop-down menu step 2 will be set to Include One Specific Person and the active record will be selected. So you need to have the Names file maintenance record to work with open prior to launching the report.
•Names → File Maintenance → Dues Tab → Context Menu on Dues Journal Transactions Grid →
Note: The relevant child payment record needs to highlighted in the grid before you right-click to bring up the context menu. When run from the context menu step 1 will be set to the date of the highlighted payment in the grid and step 2 will be set to Include One Specific Person and the active record will be selected.
Example: When the report is launched the report wizard will open
Including options for payment date range, who to include/exclude, delivery method, address option, sort order, foreign address, and payments to exclude (show all, exclude web, or exclude credit card).