Ideally what I would like to happen is when I click on the deposit reports
button on the ouput screen, I'll be able to include the "entered by" field
that I recently added to the payment entry screen. This way I can create
a serparate report for the day for each person who entered data that day
(use post date and added by fields), and then a final report for all the
data that was entered that day (just the post date field). Of all the
choices you gave me this seems like the one I would like to create:
> "- you can run multiple copies of the reports, searching each time for
> the same date range and a different "added by", so you get a copy for
> each person doing the data entry. This is probably the easiest thing
> to do."
How would I go about doing this?
Thanks.
Sue
> >Thanks for your help in figuring out how to track data entry on the
> >payments screen. What I would like to do now is run deposit reports
> >according to who entered the data on a specific day. Is it possible to
> >include the "added by" field from the add payments screen in the deposit
> >report script?
> >
>
> Yes, but you're not clear on what you mean by "include" the added by
> field. There are several possibilities.
>
> - you can sort by the "added by" field so transactions posted by
> staff members are lumped together when you print the report. Sort
> specs are embedded in scripts. To include this new item, you run the
> script, sort again (and the last sort order is presented), add the
> "added by field", do the sort. Then edit the script using the
> ScriptMaker menu item, and close it without modifying it. You'll be
> asked if you want to keep or replace the sort order, and you replace
> it with the new one. This is complex and potentially risky, so you
> don't want to try it unless you understand how to do the sorts and
> script edits.
>
> - you can run multiple copies of the reports, searching each time for
> the same date range and a different "added by", so you get a copy for
> each person doing the data entry. This is probably the easiest thing
> to do.
>
> - you can place the "added by" field on the deposit report. You won't
> get summaries by each data entry person, but you'll be able to
> identify which person entered each transaction.
>
> --
> --
> Dave Shaw H4 Consulting
> tel: 206-954-7526 fax: 206-625-1338
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