Select the customer for the report.
Select the period for the report. Fixed period choices available are the current month, the previous month, the current calendar year, or the last calendar year. Or you can choose Select and then enter any Start Date and End Date you like in the boxes below for the period of the report.
Enter the date (inclusive) the report period will start from. Clicking the down arrow will display a calendar from which the start date for the report can be selected.
Enter the date (inclusive) the report period will end on. Clicking the down arrow will display a calendar from which the end date for the report 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).