Reporting made accessible
March 27, 2017

Reporting made accessible

Christine Ulshoffer | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Microsoft Access

We use Microsoft Access to pull payment reports from our Verisign/PayPal account to track and record all of our online receipts. Our online system has a variety of invoices that we need to book to the appropriate general ledger accounts and using Access to pull reports allows us to enter the revenue by account as a summary rather than by individual payments. This report is pulled daily using a time stamp that matches the credit card processing times so that our cash receipts entries match the bank deposits for all credit card transactions. Our organization also pulls membership reports through Access to send on to our fulfillment company.
  • Ability to pull reports from internal and external sources by date and time stamp queries. This is useful for tracking cash deposits in our bank account.
  • The reports can be customized to meet our needs. This is a very easy process as editing tables is simple in the system.
  • Once a report is built, it can be accessed on demand. Saving these reports as excel worksheets makes searching and sorting a simple process.
  • I don't have any comments on this topic.
  • Our staff time to track and research payments is efficiently used by pulling reports into Microsoft Access. The reports are accurate due to using date and time stamps and the deposits match our bank activity.
  • Staff time to make any necessary changes is minimal since the Access reports are available and editing them is a simple process.
Microsoft Access works well to pull reports from an external source and translate into internal reports that are useful. In our non-profit setting, we use the reports on a daily basis to record all credit card payment activity from our website. The payments are made through Verisign/PayPal and pulled into Access then into a daily summary report used to book cash receipts by revenue source.