This page is where you filter report data and customize the report settings to your needs, before generating the report file. Each report will contain one or more of the following selection criteria depending on the report type.

Select Customers (if available)

Select the desired customers from the customers list in the table. The report will contain the information of the selected customers.

Select All

Check this box if you want to select or deselect all customers.

Select Customer (if available)

Select one customer from the pull-down-list for the report.

Select Period (if available)

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.

Start Date

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.

End Date

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.

Report Sorting (if available)

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.

Ascending/Descending

Use the radio buttons to select which direction the report will sort: Ascending (from low to high) or Descending (from high to low).

Save Report as CSV

Save the report as a CSV (comma separated value) format file, instead of PDF (Portable Document Format) file.