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Reports Management


8. Reports Management

The Reports Management widget is available via the ACH Menu and the widgets can be added to the ACH Home page via the Add Widget dropdown.

The following reports are available in the Reports Management Widget:

  • ACH Company Report
  • Company Details
  • Roles
  • User Permission – Client
  • Template Detail Report
  • Payment Detail Report

For each of these reports, select View from the Actions column.

Reports Management

  • For each of these reports, please select your desired criteria from the fields using the list or starting to type in the field. Fields with a red asterisk are required.
  • Select Run Report to view your results.

    Run Report

  • You may save this search criterial to your Reports Management widget by clicking the Save this Report checkbox.
  • Then enter the desired name and description and click Save.
  • The saved report will appear in the Report Management widget in alphabetical order. Find your report by the configuration name column.

    Saved report

  • The report results will appear under the search criteria and may be using the Export As dropdown to the right. Export options are PDF, CSV or Plain Text. You may also print or save the report by using the modal buttons.

    Export report

  • The saved report will appear in the Report Management widget in alphabetical order. Find your report by the configuration name column.
  • Views can be changed utilizing the drop-down box on the right and you may add/delete columns by clicking the gear icon.
  • Click the Filter drop down to create a custom view by selecting the desired fields.
  • Views may be printed or exported.

    Audit