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Account Activity


The Accounts Activity report allows you to print account activity for any transaction date range.

This Section Includes:

Filters

Options

Report

 

Filters

 

There is one option available in the in Filters area:

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

On the Options tab you can select to 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.

Click the Clear Preferences link to reset all of your report preferences to their default values.

Click the Close Report button to return to the dashboard.

The report displays on the Report Preview page. Refer to the Report Preview help page for more information.