Transactions Report

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

Filters

Complete the following filters as needed:

1. Date: The date range you want to view transactions for. Additional date filters may appear depending on the option you choose.
2. User

Options

Complete the following options as needed:

1. Change Appearance?: Check the box to change the font type and size. A drop-down option also controls the white space between the columns by a percentage.
2. Banded Rows?
3. 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 report preferences to their default values if needed.
2. Click the Close Report button to return to the dashboard.

Updated July 15, 2026 04:34