Transaction Summary Report

The Transaction Summary report, can be found under the Transactions (menu) > Find a Report > All (tab), provides a summary of transactions that occurred during a specified time frame. 

Transactions can be filtered using various criteria including: Location, Date Range, Transaction Type, and Debits/Credits. Total your report by Transaction Type or choose to total by both Category1 and Transaction Type.

Report Results

Save this as a frequently used report! Click the heart (icon)next to a report name, the heart will change to redand the report will be listed under the Reports (menu) > My Reports for quick and easy access!

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