Deposit Analysis Report

LAjit also offers a Deposit Analysis report that can be accessed through the Inquiry screen or printed out as a PDF or exported to Excel.

The Deposit Analysis is a broader, overview, detailing deposit/reciept information by bank account number and date rage for review and consideration.

From the Dashboard, navigate to Banking, then Inquiry and then select Deposit Analysis.

Deposit Analysis Report – Figure 6 – 1

 

On the following screen the Deposit Analysis will appear for review (Figure 6-2).

Deposit Analysis Report – Figure 6 – 2

 

To print or export the Deposit Analysis report, navigate to Banking, and then Reporting and finally select Deposit Analysis (Figure 6-3).

Deposit Analysis Report – Figure 6 – 3

 

Once on the Deposit Analysis reporting screen, select the bank account and enter the date range (Figure 6-4).

Deposit Analysis Report – Figure 6 – 4

 

Then select PDF or Excel from the reporting toolbar and click on the Process Report (Figure 6-5).

 

Deposit Analysis Report – Figure 6 – 5

 

After the report exports, you can print or save the file to your local drive (Figure 6-6).

Deposit Analysis Report – Figure 6 – 5