Exporting Consolidated Cash Plan Transactions |
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The Consolidated Cash Plan provides details about deposits made by your agents through Scotiabank’s Consolidated Cash Plan and displays a list of agents whose deposits are outstanding at the time of the report. You can export this data to a number of file formats using the CCP export button.
1. From the Reporting menu, click the CCP menu to access the Consolidated Cash Plan screen.
2. From the Report ID dropdown menu, select the Report ID you want to use to run the report.
3. From the Report Date dropdown menu, select a
time frame for the report. If you select
4. If you would like the report to include a list of agents whose deposits are outstanding, click on the tick box next to Include Non-Reporting Agents.
5. From the Export Format select an export format
a) Fixed Length Text (.TXT) b) Comma Separated Text (.CSV) c) Tab Separated Text (.TTX) d) Excel (.XLS)
6. Type an Agent ID number in the Agent ID field, If you would like to filter by a specific Agent ID. 7. Type a serial number in the Serial Number field if you would like to filter by a specific Serial Number.
8. Click the select link next to the Date Format field to select a specific date format. 9. Click on the Export button
10. Click Open or Save to open or save your export file
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Related Topics |
About the Consolidated Cash Plan Report
Setting a Consolidated Cash Default
Customizing the Consolidated Cash Plan Report
Modifying/Deleting a Custom Consolidated Cash Plan
Report ID
ScotiaConnect - Import & Export Record Layouts
Additional Help