Report_Writer_Cash_Receipting

Report Writer - Cash Receipting

Use the Report Writer when you're in need of a custom report. The Report Writer allows you to set up a report to meet specific needs or reporting requirements. Unlike master reports, which are usually predefined and cover a specific reporting need, custom reports allow you to select data sets and formats that are best suited to the unique requirements. Creating a custom report usually involves selecting relevant data fields, defining how the data should be displayed in the report, and formatting the final output in a way that is most useful for decisionmaking or analysis. 

 

Webinar: Report writer wizard

 

Webinar: Setting up payroll custom reports

See how to use the report writer wizard to set up custom reports for payroll. 

 

 

In this section: 

More about the Report Writer

How do I use Report Writer to create a custom report?

How do I add recurring contract balance to a report?

Report Columns

 

 

 

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Report Writer - Cash Receipting

      Use the Report Writer when you're in need of a custom report. The Report Writer allows you to set up a report to meet specific needs or reporting requirements. Unlike master reports, which are usually predefined and cover a specific reporting need, ...

    • Can I track fields in Cash Receipting?

      Log tracked fields. A tracked field is a field the system is monitoring. When a field is tracked the system will create a log file that records when, what, and who made changes to the field content. Some fields contain sensitive information that may ...

    • How do I set up GL Activity tracking in Cash Receipting?

      A GL Activity refers to a user-defined code that is created in Connect General Ledger for reporting resources and transactions. The GL activity code can report on subsystems that are interfaced to the Connect General Ledger. This interface provides ...

    • How do I set up project tracking in Cash Receipting?

      Cash Receipting can track payments received for jobs created in Project Accounting. You'll need to turn on the Project Accounting interface to use this feature. Setting up project tracking in Cash Receipting 1. Open Connect Cash Receipting > ...

    • Webinar: Cash Receipting - Update to General Ledger (5m52s) (2025.02)

      In this webinar, learn how to: Update utility payments received in Cash Receipting to the General Ledger application. Copyright © 2025 Caselle, Incorporated. All rights reserved.