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, and the last calendar year. Or you can choose Select and then enter any custom 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.

Expand by Accounts

Select to expanded the report by accounts.