Deposit report

The Deposit report includes information about a selection of deposits, including payment details and bank information, such as account number and routing number.

Tip: Run a deposit report from an open deposit record. When running, you select whether to update the deposit printed date when printing or close the deposit after printing. To run the report, select Actions, Run report from an open deposit record.

To access this report, select Reporting. On the Reports page, select Add. In the Type field, search for and select the report you want to create. For more information, see Add a Report.

After you run the report, you can export (PDF, Excel, or Word) or print directly from the report.