Generate an Active Post Dated Transactions Report

Use the Active Post Dated Transactions pane to generate an Active Post Dated Transactions report. The report displays active post-dated transactions (PDT) that AIM imported. Each time AIM processes a PDT file, AIM sets previous PDTs to inactive.

To generate an Active Post Dated Transactions report

1. In the menu bar, click Reports, click Processing, click Post_Dated_Transactions, and then click Active Post Dated Transactions. The Active Post Dated Transactions pane appears.

2. Click Get Report.

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

4. To print the report, click Print.

5. 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.

6. 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.

Related Topics

Report Options

Processing Reports

Reports