Transaction Reports

Click on Transaction List in Financials

Transaction Report By Account Group

Clicking on By Account Group, will get the following search screen.You do not have to enter any search criteria if you want the report in entirety

You can just click on Display Transaction List and you can see the entire report.

The search options are comprehensive.  

You can search by Transaction Date by selecting on any of the options available in the dropdown list.

The Account Type is either Income or Expenses. You can leave it blank if you do not want just the Income or Expense Accounts Groups or Categories in the report.

You can select one or many Account Groups for your Transaction List Report. This can be left blank too if you do not want the report to be restricted by Account Groups.

You can select one or many Account Categories for your Transaction List Report. This can be left blank too.

Click on Summary  to get a summarized view of Transaction List.

In Summary click on the various graph icons  to get a  graphical representation of the Transaction List.

Transaction Report By Committee

Clicking on By Committee, will get the following search screen.You do not have to enter any search criteria.

Transaction Report By Contact Name

Clicking on By Contact Name, will get the following search screen.You do not have to enter any search criteria.