Deductions and Reimbursements

• Overview
• Report Customization
• Report Example
• Automated Report

Overview

The Deductions and Reimbursements report, which was previously only available as an automated report, is now available for ad-hoc reporting. You may select a date range, and run the report for deductions, reimbursements, or both.

Report Customization

You can customize the report from the parameters page.

1. Report Type – Select one of the following options.

• Deductions and Reimbursements
• Deductions only
• Reimbursements only

2. Start Date – Select the start date.
3. End Date – Select the end date.
4. Clubs – Select one or more clubs to be included in the report by moving one or more clubs from the Available Clubs box to the Selected Clubs box.

• To add all available clubs to the Selected Clubs box, select the All Clubs check box.
• To select specific clubs, click the name of the club you want to move to the Selected Clubs box then click the arrow pointing toward the Selected Clubs box.

5. Report Format – Choose a report format: Browser or Excel.

The Deductions and Reimbursements report parameters page is shown below.

Report Example

The following is an example of the report with both deductions and reimbursements.

Automated Report

The report is available for automated delivery. The automated report provides daily or end of month data in Excel and CSV formats. 

To receive the report via e-mail, please complete the automated report setup checklist and submit it to ABC on the ABC CRS Client Request Form. Click here for more information about automated reports.