BSA Report

The BSA Report lists all of the payments that were processed during the specified time period. By default, it lists payments processed over the past month.

Note: This is a custom report - only clients who are enabled for this report will see it.

To generate the BSA report

1. On Your Dashboard, click Reporting, and then click BSA Report.
   Alternatively, in the Reports section on the Home page, click BSA Report.

2. Enter the period and click Search.
   The transactions that meet the entered criteria are displayed in the grid.

3. In the Order # column, you can click a number to view the confirmation for that order.
4. On the confirmation, click the icons at the top of the page to print the confirmation, email it, or save the confirmation details as a PDF. You can use the icons beside particular line items to print or email only the information related to that item.
   
   

5. Click the name in the Beneficiary column to view a summary of the beneficiary's information. To close the summary view, click the X beside the beneficiary's name or click anywhere on the Reporting page.

6. Click the icons at the top of the page to export the report to an Excel file or save it as a PDF.