Generate a CPAY Details Report

Use the CPAY Details pane to generate a CPAY Details report. The report displays details for transactions in CPAY files to report to the agencies or attorneys holding the accounts. AIM uses CPAY files to report payments, reversals, and adjustments to the agencies and attorneys holding the accounts.

To generate a CPAY Details report

1. In the menu bar, click Reports, click Processing, click Payments, and then click CPAY Details. The CPAY Details pane appears.

2. In the Start Date list box, click the start date for which to display data.

3. In the End Date list box, click the end date for which to display data.

4. Click Get Report.

5. To modify the report view, see Report Options.

6. To print the report, click Print.

7. To export the report to a Microsoft Excel file, do the following:

1. Click Export to Excel. The Save As dialog box appears.

2. In the File name box, type a name for the file and then click Save.

8. To export the report to a Comma Separate Value (CSV) file, do the following:

1. Click Export to CSV. The Save As dialog box appears.

2. In the File name box, type a name for the file and then click Save.