This Reporting Guide explains how you can:
Find reports and templates that are available to you, using the filter and search capabilities in the Report List.
Create new reports, modifying the contents and layout as needed.
Modify the settings of a report you created.
Also in this Guide:
An overview of Reporting concepts for new users.
A comparison of the report options that can be changed, based on the report type (standard or template-based) and the user's role.
Instructions for how to create an output file that can be used to import PaymentNet transaction data into a QuickBooks® accounting system.
Information about the PaymentNet Report Matrix, an Excel spreadsheet you can use to locate specific reports and templates.
Detailed descriptions of the J.P. Morgan report templates and standard reports.