The Accounts Activity report allows you to print account activity for any transaction date range.
Filters
Complete the following filter as needed.
- Transaction Date: Select the transaction date range from which you want to view account activity. Additional date filters may appear depending on the option you choose.
Options
Complete the following options as needed.
- Change Appearance?: Check the box to change the font type and size. A dropdown is also available to control the white space between columns by a percentage.
-
Report Options:
- Order By Account Type: Groups accounts under their associated account type. You can browse the account types using the left-side navigation.
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 report preferences to their default values if needed.
- Click the Close Report button to return to the dashboard.
Report Output
For each Account, all daily summary transactions are displayed. For each day, the report shows Date, Account #, Name, Deposits, Withdrawals, Interest, Adjustments, and Net. The report also provides totals per day for each column, along with Final Totals.
Updated