Transaction Code Detail Report - By Transaction Code

This report will show the posted transactions for a selected transaction code in detail.

NAVIGATION: REPORTS menu > Transactions Reports > By Transaction Code

  1. Select the transaction code in the CODE field or Leave blank for all codes.
  2. In the CLIENT NUMBER field, type the client number or use the magnifying glass to browse and select the client.  Leave blank for ALL CLIENTS.
  3. Enter the start date and end date in the DATE INFORMATION section.
  4. In the OPTIONS section:
    1. If you want to include inactive clients in the report, check the INCLUDE INACTIVE CLIENTS field.  The report will always include active clients.
    2. Select the CLIENT TYPE - All Clients, Rep Payee, Non Rep Payee
  5. Place a check mark in the NOTIFY box and click the RUN REPORT icon.
  6. Preview, print, or save the report (see Report Preview, Print and Save Options)

11/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388