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(Created page with "To Pull Morning CC Report 1. On the Transactions page, choose Received, then the day you want to see TWICE, and then Apply received.png 2. Choose Status, then In Progress...") |
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To | ==== To Create the Morning Credit Card Report ==== | ||
This procedure can only be run at any circ desk computer | |||
[[received.png]] | *On the Transactions page, click the Received box. | ||
*You will need to choose the date range for reports. Since you only create reports for a single day, you'll need to click your desired date twice - once to indicate the first day of date range, and then to indicate the last day of the date range. | |||
[[ | *Click Apply | ||
[[file:received.png|500px]] | |||
[[ | |||
[[ | *Click the Download icon, located at top right | ||
[[file:download.png]] | |||
*The file will download to the Downloads folder of your computer. | |||
**Use File Explorer to navigate to Downloads. | |||
**Find the .csv with date and time of "now" | |||
**Double-click - it will open in Excel | |||
[[file:dlfolder.png|500px]] | |||
*Select all in the transactions file using Ctrl-A | |||
*Copy by using Ctrl-C | |||
[[file:trxfile.png|500px]] | |||
*Find and open the ForteDailyCreditCard shortcut on the desktop. | |||
[[file:Forteshortcut.png]] | |||
*Ensure the selected cell is A1, then paste using Ctrl-V | |||
[[file:FortePaste.png]] | |||
*Run the macro using Ctrl-M, then print! | |||
**Unsuccessful transactions, such as Voids or Declines, will be listed but not included in the calculated total amount. | |||
[[file:Forteresult.png]] | |||
Latest revision as of 06:59, 20 October 2022
To Create the Morning Credit Card Report
This procedure can only be run at any circ desk computer
- On the Transactions page, click the Received box.
- You will need to choose the date range for reports. Since you only create reports for a single day, you'll need to click your desired date twice - once to indicate the first day of date range, and then to indicate the last day of the date range.
- Click Apply
- Click the Download icon, located at top right
- The file will download to the Downloads folder of your computer.
- Use File Explorer to navigate to Downloads.
- Find the .csv with date and time of "now"
- Double-click - it will open in Excel
- Select all in the transactions file using Ctrl-A
- Copy by using Ctrl-C
- Find and open the ForteDailyCreditCard shortcut on the desktop.
- Ensure the selected cell is A1, then paste using Ctrl-V
- Run the macro using Ctrl-M, then print!
- Unsuccessful transactions, such as Voids or Declines, will be listed but not included in the calculated total amount.
