As part of the implementation process, your consultant and our engineering team will create any required fee reports. Some reports may require custom configuration. Staff can create their own fee reports and save those reports for future use.
Create a Fee Report
Sign in to your site and navigate to the Reporting tab:
Select Fee Reports:
Set Fees Query and Report Parameters, as needed:
Fee Category: Select the fee type to include in the report. Examples include administrative, late, application, or certificate fees
Notes: Enter any text to search for fees that contain matching notes
Display: Choose which transactions to show. Examples include all transactions, fully paid or unpaid balances
Charged From: Select the start date for when fees were charged
Charged To: Select the end date for when fees were charged
Paid From: Select the start date for when payments were made
Paid To: Select the end date for when payments were made
Exact Date Search: Select ‘yes’ to split a case or record and show charges and payments that match exactly the selected date range
Parcel Number: Enter a parcel number to limit results to a specific parcel
Group Code: Select a group code to filter fees by assigned grouping
Location: Enter or select a location to filter fees associated with that location
Department: Select the department associated with the fee. Examples include inspection, financial, planning, or zoning
Case Type: Select the type of case to include. Examples include inspections, licenses, permits, or projects
Case Number: Enter a specific case number to filter results
Total Fee Between: Enter the minimum total fee amount to include in the report
AND: Enter the maximum total fee amount to include in the report
Payment Method: Select one or more payment methods to include. Examples include a check, cash, invoice, credit card, or debit card. Use ‘select all’ to include all methods
Fee Type: Select one or more fee types to include. Use ‘select all’ to include all fee types
Predefined Periods: Select a preset date range, such as month to date, year to date, this quarter, or last quarter
Trans Code: Enter a transaction code to filter results
Sub Code: Enter a sub code to further refine transaction results
Invoice Number: Enter an invoice number to search for specific invoices
Full Name: Enter the full name associated with the fee or payment
Payor Name: Enter the name of the person or entity that made the payment
Billed To: Enter the name of the person or entity the fee was billed to
Merchant Code: Enter a merchant code to filter payment transactions
Amount Paid Between: Enter the minimum payment amount to include in the report
AND: Enter the maximum payment amount to include in the report
Note:
You can also select an Existing Report to create a new report from:
Click the Add Report Display Field link to display a list of all fields within the fee database:
Select a field to include in the report:
Select Field Dropdown: Select which field or fields to display on the report. Options include balance, case number, credit, debit, and discount
Summarize By Total This Field Checkbox: Determines whether the field is totaled or shown as individual values
Custom Label: Enter a custom name for the fee field, if applicable
Display Totals Only Checkbox: Check this box to display only totals and not individual records
Sort by Month Checkbox: Check this box to allow sorting by month. You must select the current year-to-date period range and include the record date field
Display Permit Records Total Checkbox: Check this box to display the total of all permit records
Note:
Repeat steps 4 to 5 until all necessary fields are added.
Select the Query button to run the report:
The report provides a table that includes records meeting the search criteria and the columns of fields selected:
To save the report, enter a Report Name:
Click the Save button:
Note:
If you are creating from an existing report, select Create New Report on the pop-up window:
To print the report, select the output type and then click the Print button:
PDF Portrait: Displays the PDF vertically, taller than it is wide
PDF Landscape: Displays the PDF horizontally, wider than it is tall
CSV: Exports the report as raw data without formatting, making it easy to open and work with in spreadsheet applications