Create a Banking Report
The Create a Report page is used to create a custom report of transaction information for an account.
You can access the Create a Report
page
by clicking Create a Report on the Accounts menu.
- Click
the
Accounts tab.
Result: The Accounts menu is displayed.
- Click the Create a Report
menu item.
Result: The Create a Report page is displayed.
- Select the Account for which you want to view transactions.
- Enter a From date and a To date to specify the date range of the report.
- Select the Transaction Types you want listed on the report.
- If you are assigning transactions to categories, either Select Categories by Type and Tax Status or Select Categories by Name.
- Click Create a Report.
Result: The Report of Completed Transactions is displayed.
- View your report.
- To print or save a report, click Print-Friendly View at the top of the page.
To create a new report, click Change Report Criteria.
Parent topic: Banking Reports