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How to Access General and Customer Account Reports

This article outlines the process to view General Account and Customer Account Reports, including loan and credit transactions for internal employees and local customers, along with daily or monthly totals and individual or overall balances

Updated over a month ago

Step-by-Step Process

Accessing the General Account Report

  1. Go to C-Store Essentials Web Account

    • You can access C-Store Essentials by clicking here or going to https://secure.cstorepro.com

      • Click the “Forgot Password” button if you need help resetting your password

  2. Go to Report Center

    • On the left side of the screen, click on Report Center

    • Next, click on Other Entries

    • Then click on General Accounts

  3. Run the Report

    • Update the Report Date field to the appropriate dates that you wish to view

    • Click Run Report to generate the General Account report

Accessing the Customer Account Report

  1. Go to Report Center

    • On the left side of the screen, click on Report Center

    • Next, click on Other Entries

    • Then click on Customer Accounts

  2. Select the Customer Account Report

    • Under the Customer Account report page, choose the required date and report type

    • Click Run Report to generate the Customer Account report

Frequently Asked Questions

What information is included in the General Account Report?

  • The General Account Report includes details on loans paid, loans received, and outstanding balances for internal employees, displayed by daily or monthly totals.

How can I view loans or credits for specific customers?

  • You can view loans or credits for individual customers in the Customer Account Report, which allows you to filter by date and report type.

Can I track both employee and customer transactions in one report?

  • The General Account Report tracks employee transactions, while the Customer Account Report tracks customer transactions.

  • Both reports are separate, but you can access them from the same Report Center.

How can I customize the report to view only certain transactions?

  • When accessing either report, you can select specific date ranges and loan or customer accounts to filter the transactions displayed in the report.

Can I download or print the reports?

  • Yes, after running the report, you can download or print it using the available options in the top-right corner of the report screen.

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