Deposits on Hand > Reports >

Account Activity

 

         

 

 

Overview

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

 

This Help page contains the following sections:

Filters and Options

Report

 

 

Filters and Options

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.

 

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 display a preview of your Account Activity report. You may also click the Clear Preferences link to reset all of your report preferences to their initial values. Once the preview displays you can navigate the pages, export to several formats (e.g., PDF, Excel, Word), and Print. Click Report Preferences on the blue bar above the report preview to return to Report Preferences or the Close Report button to return to the main Deposits on Hand page.

 

Compiled on 1/24/2018 8:42:27 AM