The Deposits report lists deposit activity by customer and event for a selected time period. It includes deposits that are due, received, or applied, with options to filter by activity dates, event dates, and customer types.
Description
This report provides a list of deposits by customer and event for a specified time period.
Use the available filters to select deposit activity dates, limit results to events within a specified start date range, and choose which customer types and transaction types to include.
Report Example
Available Filters
Use the following filters to control which deposit transactions and events are included in the report.
| Field Name | Available Values | Default |
|---|---|---|
| Deposit Activity Start | Any date | First day this year |
| Deposit Activity End | Any date | Blank |
| Starting Event Start Date | Any date | First day this year |
| Ending Event Start Date | Any date | Last day this year |
| Customer Type(s) | Exhibitor EAC Show Organizer |
All Customer Types |
| Transaction Types | Due Received Applied |
Due Received Applied |
Tip: Use the Deposit Activity Start and Deposit Activity End filters to select the transaction period. The event start date filters can further narrow the results to events within a specific date range.
Sample Report
Open the Deposits sample report to see an example of the finished report.