The Accounts Activity report allows you to print account activity for any transaction date range.
Filters
- Complete the following options as needed.
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- Transaction Date - Select the transaction date range from which you want to view account activity. Additional date filters may appear depending on what option you choose.
Options
- Complete the following options as needed.
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- 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.
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Report Options:
- Order By Account Type - If you select this option, then the report groups accounts under their associated account type. You can browse the account types via the left-side navigation.
For each Account all daily summary transactions are displayed. For each day the Date, Account #, Name, Deposits, Withdrawals, Interest, Adjustments, and Net are displayed. The report also provides totals per day for each column as well as Final Totals.
Report
- 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.
- Click the Close Report button to return to the dashboard.
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