Item Research - (Query)

The Item Research – (Query) page allows you to locate Capture database items that match search criteria like deposit type (cheque, payment coupon, credit item), deposit date, exact item amount (or range of amounts), or deposit location.

The page presents multiple drop-down menus of search filter criteria. While some of the criteria, like dates, have a very wide range, you must remember that you can only find items that are currently stored in the Capture database. Capture items and their images do not remain in the Capture database indefinitely as they must be deleted to make room for new work.

To research an item:

1. Select your search criteria filters from the drop-down menus, noting the following:
   • Many of the filters, once selected, require additional input or selections. For example, after choosing the Location filter, a new drop-down menu appears in the Values field, allowing you to select a specific processing location from that menu. Similarly, selecting the Deposit Date filter, adds a series of date range drop-down menus in the Values field, allowing you to select the processing date range for your research query.
   • You can select up to five filters (different sort criteria) to limit your search.
   • To clear all selected filters, click the Clear button.
   • To included rejected items in your query, ensure the Include rejected items check box is selected. Rejected items in your query results will be able to be identified by special character formatting (by default, bold red italics), a Rejected value in the State column and, if your system is configured to use one, a Reject watermark on displayed reject items.
2. Once you have selected your filters and entered any required values for those filters, click the Search button.

   The items stored in the Capture database matching your search query display.

   Note: By default, your query may not return all results as there is a limit of 100 items.

3. Review your research results or refine your search query further, noting the following:
   • To refine your search query further, select additional (or different) search criteria and values, then click the Search button again.
   • To see the front image for a specific item, click the item in the results list.
   • To see the deposit associated with a specific item, click the view icon ().
   • To save the results of your query, click the Select All button or select specific items from the results, then click the Add to Stored Results button.
   • To access saved research results, click the Go to Stored Results list.
   • To generate a report on your research results:
     • Select one of the following output types for your report from the Report Type drop-down menu.

       Note: Depending on your selected query and on the output format you select, not all data may be included in certain generated reports (for example, unless you have limited your selection to a specific customer, custom field data will not appear in generated CSV- or XLS-formatted reports).

       CSV – Comma separated value data. A text output file best suited for importing reporting information into another program or system.

       DOCX – Microsoft Word Open XML Document. Best suited for generating reports that can be edited or included in another document.

       PDF – Portable Document Format. Best suited for generating reports that will be viewed on a computer screen or sent to other people for viewing. These files are not suitable for editing.

       RTF – Rich Text Format. Best suited for generating reports that can be edited or included in another document. Most document editors can open or import this format.

       XLS – Microsoft Excel Spreadsheet. An export format, used by Microsoft Excel and Open Office, that once imported, can be further sorted, refined, or combined.

     • If you want to include images in the report, select the image type from the Images drop-down menu, noting the following:

       Note: Limit the inclusion of images to smaller reports as they add to the system load and increase the report page count significantly.

     • Click the Create Report button.
   • To delete the current research results, click the Clear List button.