Reports: Point in Time

Point in Time

A PIT (Point in Time) report will allow you to re-run a report as if you were running it on a specific date in history.

There are 5 PIT Reports:

1. PIT Month End Report

2. PIT Complete Report

3. PIT Positive Balance Report

4. PIT Negative Balance Report

5. PIT 30-60-90 Report

Details on how to generate each of the above reports are detailed below.  

PIT Month End Report 

A: Under Navigation go to "Finance"

B: Click on "System Reports"

C: Click on "PIT Month End"

D: Type in the start and end dates

E: Type in which user

      - For all users type in "ALL"

F: Click on "Get Report"

G: Report has run successfully

      - Click the green print button to print

PIT Complete Report

A: Under Navigation go to "Finance"

B: Click on "System Reports"

C: Click on "PIT Complete"

D: Type in the as of date

E: Click on "Get Report"

F: The Report has run successfully

G: The total balance is located here

         - Click the green "Print" button to print

         - Click the green "Email" button to email

PIT Positive Balance Report

A: Under Navigation go to "Finance"

B: Click on "System Reports"

C: Click on "PIT Postitive Balance"

D: Type in the as of date

E: Click on "Get Report"

F: The Report has run successfully

G: The total balance is located here

         - Click the green "Print" button to print

         - Click the green "Email" button to email

PIT Negative Balance Report

A: Under Navigation go to "Finance"

B: Click on "System Reports"

C: Click on "PIT Negative Blanace"

D: Type in the as of date

E: Click on "Get Report"

F: The Report has run successfully

G: The total balance is located here

         - Click the green "Print" button to print

         - Click the green "Email" button to email

PIT 30-60-90 Report

A: Under Navigation go to "Finance"

B: Click on "System Reports"

C: Click on "PIT 30-60-90"

D: Type in the as of date

E: Click on "Get Report"

F: The Report has run successfully

G: The total balance is located here

         - Click the green "Print" button to print

         - Click the green "Email" button to email

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