Program Code Reports
On the Program Codes page (accessed via the Money Dictionary ) at the top right is a printer icon...
On the Program Codes page (accessed via the Money Dictionary) at the top right is a
printer icon that opens a Report Wizard page for Program Codes.
Program Codes, or HotKeys, represent a complete set of business rules on the processing of entitlement and purchase transactions. The reports on this page present different views of the program code data.
You may set the program codes hierarchy of program, category and type to organized the collection in a way that makes sense to you. The financial history by date range report gives insight into how the codes have been used. The next report lists the program codes that have never been used and thus may be candidates for retirement.
The fees and discounts report and GL Accounts reports assist financial control. The emails, letters and forms facilitate using the program codes in communications.
- Program Codes by Program, Category & Type- listing of all program codes and their related information from the related Program Code page. There are options for Active/Retired codes, and to select with Program, Categories and Types.
- Program Codes with Financial History by Date Range- for selected Program, Categories and Types, in a date range, give total sales for each HotKey, grouped by Program, Category and Type.
- Program Codes that have Never been Used- list of HotKeys that are not used and not retired, grouped by Program, Category and Type; these are candidates for retirement.
- Program Code Fees and Discounts- Legacy report, showing fees and prices for selected Program Codes.
- Program Code GL Accounts- list of Program Codes and their related GL, A/R and Deferral Account codes.
- Program Code Emails, Letters & Forms- list of Program Codes and their related Meeting, Email, Letter, and Form.