DexReports

To Create the Morning Credit Card Report

• 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-P

• 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.