Transactions Report

The Transactions Reports allow you to print a list of bank transactions.

This Section Includes:

• Filters
• Options

Filters

1. Complete the following filters as needed.

• • Date - Range from which you want to view transactions. Additional date filters may appear depending on what option you choose.

• • • User

Options

1. Complete the following options as needed.

• • Change Appearance? - Check the box in order to change the font type and size. There is also a drop-down option to control the white space between the columns by a percentage.
  • Banded Rows?
  • Report Options
    • Print Notes:
    • Print Setup Information:
    • Print Project Information:

Report:

1. Click the Run Report button to generate a preview of the report. Refer to the Report Preview help page for more information. Click the Clear Preferences link to reset all of your report preferences to their default values if needed. 
2. Click the Close Report button to return to the dashboard.

Updated February 20, 2025 21:27