Scheduled Information Report
Purpose: The Scheduled Information report shows the status of users enrolled in recurring payments and email reminders, completed during the chosen date range for the selected department.
How to generate your report:
- Enter the start and end dates. A date can be selected by clicking inside the field or entered by using the keyboard.
- (Optional) Choose the Status of the scheduled payments or email reminders- either Active or Inactive.
- (Optional) Choose how to view the report by using the “Report Output” dropdown list.
- a. Choose Online to view results online.
- b. Choose Download to have the report saved to your computer as an Excel file.
- c. Choose Email to have the report sent to your default email address as an Excel file.
- (Optional) Enter the search criteria you want to use:
- a. (Optional) Enter an Email Address to view payments receiving email reminders to the specified address or scheduled payments to the account.
- b. (Optional) Enter the Payment Identifier to search for exact accounts receiving scheduled payments or email reminders.
- Click RUN REPORT to generate this report.