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choward
Last seen: 1 day 10 hours ago
Joined: 05/10/2019 - 10:48
Report

Hi,

Can I get a report that has transaction information on it.  I would like to have the report no later than my loan disbursement scheduled for Jan 26th,  I would like to make check request using mail merge and I will need an excel spreadsheet that has: 

Last Name

first name

Address (This would need to include apt # information as well)

City 

State

Zip

tran code ( REFUND-LvgExp)

Amount of Refund

Thank you,

 

 

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kbible
Last seen: 10 hours 5 min ago
Joined: 01/22/2019 - 10:07
Transactions for term by TR Code for Mailing

I just created a report for you called Transactions for term by TR Code for Mailing.  This is similar to the TR Code - Transactions for a term, but shows the additional mailing info you requested.  

Let me know if you have any questions or need an adjustment.

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Senior Software Developer
Global Ministry Center - Church of the Nazarene

choward
Last seen: 1 day 10 hours ago
Joined: 05/10/2019 - 10:48
Hi Kendra,

Hi Kendra,

I see the report that you created by it contains only part of the information that I requested.  I do not see  the City State Zip not the Trans code or the amount of the transaction, that is unless I am doing something wrong I am just hitting the excute button

Thanks

 

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Student Accounts/Financial Aid
Nazarene Theological Seminary
Kansas City (USA)

kbible
Last seen: 10 hours 5 min ago
Joined: 01/22/2019 - 10:07
Export

I believe you are looking at the result grid on the screen and not the export.  THe screen only shows the first several columns for verification purposes.  The export shows all the columns.  Please run again, and if I am misunderstanding the issue, please provide more details.

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Senior Software Developer
Global Ministry Center - Church of the Nazarene