Select the period for the report from the drop menu. Fixed period choices available are: today, this month, last month, this quarter, last quarter, this year, last year, this fiscal year, and last fiscal year. Or you can choose Select from the drop menu, and then enter a Start Date and End Date in the fields for the period of the report.
Enter the date (inclusive) that the period will start from. Click the down arrow to display a calendar from which the start date can be selected.
Enter the date (inclusive) that the period will end on. Click the down arrow to display a calendar from which the end date can be selected.
Use the Sort by Column pulldown list to select the column that the report will sort with. This is dependent on the report being generated, and a default choice will be selected for each report.
Use the radio buttons to select which direction the report will sort: Ascending (from low to high) or Descending (from high to low).
Check this box if you want to select or deselect all customers
This is the list of the customers that you need to generate reports.