Portal Report let you view portal users info by Tab.
* Portal User = People with password
In order to display all the columns properly in Excel, import the text file through “Text Import Wizard” and select the correct Data format.
Portal Report
Reports
Tabs Report
Tabs are defined in Edit > Tabs. Each Tab is made up of a series of data fields. They can be applied to people’s profiles, and can be used to organize custom question data from the M-levels.
The tabs report lets you view and edit the data stored for multiple people.
How to get to the report:
Tools > Reports > Tab Report
Example Report:
Description:
- All the question fields are listed across the top. The data is sorted alphabetically by last name.
- The data is sorted alphabetically by last name.
- To narrow in on the list of people, enter a range for the surnames and click on
- To view a different tab, click on the name of the tab at the top of the screen
How to Edit Data:
- Click on
- Make any changes by filling in the appropriate textbox.
- Click on
General Ledger (GL) Reports
The payment details give the details off all transactions over a specified dates.
- Go to Tools > Reports > General Ledger (GL) Report
- Select the date range and a form of payment:
- Click on
- The report will appear:
Reassign a Transaction to a Different GL Number
- In the GL Report, click on the name of the GL number to which the transaction is currently assigned. If it is not assigned to a GL Number, click on the word ‘Unassigned’.
- In the GL Number box for the transaction, enter the new GL number:
- Click on
Payment Details Reports
The payment details give the details off all transactions over a specified dates.
- Go to Tools > Reports > Payment Details
- Select the date range for the report:
Initiator You may select the name of a cashier, web registrations, or all. Tender Type Select a form of payment from the drop down menu. Merchant(s) Select a Merchant Number or ‘All’. - Click on
- The report will appear:
Ref The Reference Number of the transaction issued by e-RegisterNow. Authorization Number Issued by the Credit Card company as confirmation of the transaction. If the transaction occured in Testmode, the Authorization number will appear as ‘testing’. Initiator The login name of the cashier, or WEB if the registrant registered