Connect Reporting

Overview

Connect Reporting supports the needs of your organization. Connect has hundreds of predefined reports that you may use frequently to verify, confirm, and balance accounts. You can use a predefined report or you can update a predefined report. And you can create a new report from scratch.

For updating and creating new reports, you have simple drop-down lists and checkboxes to make it easy to quickly filter data and a powerful report writer to perform deep data retrieval. The report writer uses a streamlined control to make it efficient for you to find exactly what you want and place it exactly where you want to see it on a report.

Filters

Report Columns

Form options (Reports)
Report Dates

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

05Jul2018