Reports
RPM has reports for every part of the system. The report list shows a list of all available reports.
Samples of some reports are available below.
Client reports
Account list
Address change
Client list
Client information
Event listing by date
Balance reports
All balances by client
All balances by account
Average daily balance
Balances on day of month
Balances over limit (by account)
Balances with scheduled deposits
Balances with actual deposits
Projected balances
Transactions by client reports
Client statement
Client statement (detail)
Client statement (window envelope)
Budget
Actual and projected vs. budget totals
Actual and projected detail
Projected balance detail
Transaction detail
Transaction totals
Transaction totals by group
Transaction reports
Transactions by category
Transactions by payment method
Balance and income statement
Daily transactions
Deposits actual vs. expected
Printed checks
Scheduled deposits
Scheduled payments
Unprinted checks
Void checks
Void transactions
Reconciliation reports
Account reconciliation with outstanding
Account reconciliation list
Account statement list
Missing check numbers
Graphs
Expenses
Income
Income vs. expenses
Vendor reports
Scheduled payments by vendor
Vendor list
Vendor transactions
Vendor list with transaction counts
Case note reports
Case notes by client
Last contact date
Audit event reports
Audit event list
Audit events by client
Audit events by date
Audit events by event
Security reports
Security option list
User list
User login counts
For information on how to run reports in RPM, see our Knowledge Base article.