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Financial Transaction Summary (fintrxsummary with CAS16.FMX)
The Financial Transaction Summary report displays a summary of Transactions Codes that were used per day.
From/To Date. Manually enter, or select the calendar to choose, the date range to run the report for. The date range must be equal to or less than the current business date and does not exceed a maximum of 35 days.
Transaction Code. All transaction code will be included in the report by default, but select the down arrow to choose specific transaction code(s) to be included in the report output from the multi-select list of values. When selecting the Transaction Code list of values, only the Revenue Type transaction codes will be available for selection. No Payment Type or Wrapper Type transaction codes will be included for selection in the list of values.
Group By. Group the results by Transaction Group, Transaction Subgroup, Transaction Codes, or Transaction Date. A maximum of 3 Group By options can be selected.
Sort Order. Sort the results by Transaction Code (Default) or Transaction Date.
In the report output transaction code amounts that are shown are based on the Gross amount if the transaction code is tax inclusive, but will use the Net amount if the transaction code is tax exclusive.
The following report has its results Grouped By Transaction Group and has a Sort Order of Transaction Code.
