The "Used Date" filter enhances voucher reporting by providing greater visibility and flexibility.
The "Used Date" option has been added to the Date Search Type criteria as the last option listed. When selecting "Used Date" as the search type, the report will include vouchers that have a Used Date within the specified date range. Additionally, when the Date Search Type is set to All, any voucher with a Purchase, Completed, Expired, or Used Date within the range will be included, ensuring each voucher is listed only once even if it matches multiple date criteria. A total count will be displayed at the bottom of the report for better data visibility.
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Step 1: Access the Portal
- Log in to your account.
- Navigate to the Portals section by clicking on "Portals."
Step 2: Open the Reporting Section
- In the Portals menu, click on Reporting to access the reporting options.
Step 3: Open Voucher Detailed Financial Report
- Select Voucher Detailed Financial from the list of available reports to access the detailed voucher report.
Step 4: Open Programs Dropdown
- Click on Programs to display the list of available programs in the report.
Step 5: Select a Program
- By default, all programs are included in the report. Click on a program to select it. Selecting a program removes it from the report you will run later.
Step 6: Deselect the Program
- To remove a program from the financial report, click again on Select Program to unselect it.
Step 7: Close the Dropdown
- After selecting or deselecting a program, click on Programs again to close the dropdown menu.
Step 8: Apply the "Used Status" Filter
- Click on Used Status, then select Used to filter vouchers based on the "Used Date."
Step 9: Select the Date Range
- Click on Date Range to specify the desired time period for your report. Select your preferred date range.
Step 10: Run the Report
- After setting the Used status and date range, click on RUN REPORT to generate the filtered voucher report.
Step 11: Apply the "Not Used" Filter
- To filter for vouchers that have not been used, click on Used Status again and select Not Used. Then click on RUN REPORT to update the results.
Step 12: Select "All" for Both Used and Not Used Vouchers
- To include both used and unused vouchers, click on Used Status, then select All. Afterward, click on RUN REPORT to generate the full report.
Step 13: Apply the "Voucher Status" Filter
- To reorder the vouchers based on their status, click on Voucher Status. This filter will organize the vouchers accordingly.
Step 14: Reorder Vouchers by Status
- Click on Voucher Status again to reorder the vouchers by their status, providing a clearer overview of your voucher data.