Generate Report for Account

Select account: Select the account for the report.

Select task: Select the task to be reported under the selected Account Name. If All accounts are selected or if no tasks exist under the Account Name, the menu will be disabled.

Generate Report for Period

Select period: Select the period for the report. Fixed period choices available are the current month, the previous month, the current calendar year or the previous 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) that 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) that 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.