Printing the Consolidated Cash Plan Report

 

The Consolidated Cash Plan Report 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.

 

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 Date Range, enter the From Date and To Date using the calendar  .

 

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.      Click on the Report button and a formatted report will be displayed.  To print the report, click on your browser’s Print button. 

 

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
Exporting Consolidated Cash Plan Transactions
ScotiaConnect - Import & Export Record Layouts

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