Select Account

This is the list of the accounts that you want to generate reports.

Select Period

Select a period of trasnactions to view from the pulldown menu. If you want to enter a custom period, you may select any of the choices and then modify the dates.

Start Date

For a custom time period, enter a beginning date for the transaction range you would like to view.

End Date

Enter an ending date for the transaction range you would like to view.

Save Report as CSV

Select this to save the report as a CSV file.

Sort by Column (when available)

Select the column to use for sorting the transactions.

Choose either Descending or Ascending to set the sorting order.