Running Golf Daily Summary Report
AS

Asia Stuart

Created Jul 18, 2022

Running Golf Daily Summary Report

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    a

Myvscloud

2 Steps
1

Go to RecTrac (Vermont.Cabq.Gov)

2

Click on Menu

Click on Menu
    a

Myvscloud

25 Steps
3

Type "Report Output Listing"

Type "Report Output Listing"
4

Click on Report Output Listing

Click on Report Output Listing
5

Type "1"

Type "1"
6

Click on Module/ Group: System - Financial

Click on Module/ Group: System - Financial
7

Click on 1 - GOLF - Daily Summary Report With Tax

Click on 1 - GOLF - Daily Summary Report With Tax
8

Click on Run Report

Click on Run Report
9

Click on Continue

Click on Continue
10

Click on "Use User Name Range"

This will pull transactions from all people making sales. If you would like to pull a report for just one, leave it unchecked and check the user to the left.

Click on "Use User Name Range"
11

Click on "Use Posting Date Range"

Click on "Use Posting Date Range"
12

Click on the appropriate begin date.

Click on the appropriate begin date.
13

Click on the appropriate end date.

Click on the appropriate end date.
14

Click on GL / Cost Center Criteria

Click on GL / Cost Center Criteria
15

Click on GL Code Range OR Leave Unchecked

If you would like to filter your report by GL Code, uncheck the "Use GL Code Range" and select the GL Code(s) from the left you would like.

Click on GL Code Range OR Leave Unchecked
16

If you are only pulling for specific GL Codes, you can select them here.

If you are only pulling for specific GL Codes, you can select them here.
17

Click on Pay Code Criteria

If you only want to run the report for certain pay codes, head to the "Pay Code Criteria" tab

Click on Pay Code Criteria
18

Select the pay codes you want to filter by

Select the pay codes you want to filter by
19

Click on Core Criteria to go back to the main screen

Click on Core Criteria to go back to the main screen
20

You can type "Golf Daily Summary" or something similar.

You can type "Golf Daily Summary" or something similar.
21

Click on highlight

Click on highlight
22

Click on Summary

Click on Summary
23

Click on Process

Click on Process
24

The reporting process options will pop up

The reporting process options will pop up
25

Click on the type of file you would like generated.

Click on the type of file you would like generated.
26

Click on Continue

Click on Continue
27

Click on Close. Your report is running and will pop up momentarily.

Click on Close. Your report is running and will pop up momentarily.
Well done!
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