Generating a Purchase Report

In this short walkthrough, we'll help you know more about how to run a report on the purchases that were made for your school's Activities and Payments, through Script. 

We're only talking about "Purchases" in this walkthrough, but if you'd like to learn more about "Deposits" click here. If you want to know about the "Past-Due" report click here

Where to Begin:

After logging into your existing Script account, select the "Bookkeeping" button.


You should already be on the page that shows the options available for creating a Purchase report. 


Purchase Date Range:

Selecting each of the options in this row will determine how much information is presented, and from what time period. The first five options will automatically select the date range for your report, based on your selection. Selecting "Custom" will present you two boxes where you'll manually choose the start date and end date for your search.


Payment Methods:

The results of your Purchase report can be customized further if you'd like to view only certain types of payment methods. For example, if you were to select only "Cash" - the report would reflect only cash payments collected during the date range you've chosen.


Just click "Search" when you are ready, and the results will display in a list for you to view or download.

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