The Deposits For An Event report lists deposit activity by customer and event for a selected time period. It includes deposit transactions that are due, received, or applied.
Description
This report provides a list of deposits by customer and event for a specified time period.
Use the available filters to select an event, limit deposit activity by date, and narrow results by customer type or individual customer. You can also select which transaction types to include in the report.
Report Example
Available Filters
Use the following filters to select events, customers, and deposit transactions included in the report.
| Field Name | Available Values | Default |
|---|---|---|
| Choose from Events In | Any time period | Future |
| Event | Any event in the time period selected in Choose from Events In | None specified |
| Deposit Activity Start | Any date | Beginning of time |
| Deposit Activity End | Any date | End of time |
| Customer Type(s) | All customer types | All customer types |
| Ending Event Start Date | Any date | Last day this year |
| Transaction Types | Due Received Applied |
Due Received Applied |
| Customer(s) | All customers in the event selected in the Event filter | None |
Tip: Use the Transaction Types filter to control whether the report includes deposits that are due, received, or applied. All three transaction types are selected by default.
Sample Report
Open the Deposits For An Event PDF to see an example of the finished report.