PSA L&P - Reports: Account not showing on reports

Account Not Showing on Reports

 

There are several reasons why you may not find an account on a report:

The account may be marked inactive and you did not select "show inactive" in the Configure Reports Screen

The account may have a zero balance and you may have checked "suppress zero accounts" in the Configure Reports screen.

You may not have filtered the report correctly in the Configure Reports screen. Review your account to ensure all fields are populated. In the example below the Natural Account is blank although it exists in the account number.

 

If the Account number showing at the top is correct but, the boxes below have missing information select the correct number for the missing field and submit the account again. This should update the Account Number. 

If the information is still missing after you submit and you are part of a diocese, contact the diocese for support. 

If you are not part of a diocese contact support with detailed information. Include the account number, short cut, and which report is missing the account. 

 

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