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4.1. Cash Reports

Last Updated 11/03/2026

Pre-Formed Daily Cash Reports

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Evergreen's canned reports give admin users access to reports of payments and forgiveness. Users can scope these reports to a specific date range, and specific branches.

Evergreen provides two built-in report functions that administrators may access to see information about payments duringa specified time period. These reports are:

• Desk Payments
• Staff User Payments

The primary distinction between the two is that desk payments involved a transaction in which money is paid, and staff user payments involved transactions which effectively close bills, but without the payment of money.

Accessing Cash Payments

1. From the Administration menu, select "Local Administration."
   
2. In the Local Administration splash page, click the link labeled Cash Reports.
   
3. Set the date range for your reports by filling in the startand end date inthe fields at tehtop of the page.
   
4. The reports will automatically scope to the working location set in your workstation.You can change the scope to a different branch in your system by selecting it from the drop-down menu labeled "View reports for."