- Click on the Reports Button on the Home Page.
- Then click the Account Activity Report button.
- The Report form will populate.
- Fill out report form.
- Select the data year, if you need to look at prior year data, then use the drop down.
- Use the magnifying glass to select the FROM account. The TO field is optional if you need to search a range of accounts.
- Select a date range. If you do not, it searches from 01/01 to 12/31 of the data year.
- Select any filters and sorting options.
- Sub-Account Roll-Up will show all transactions done on the subaccounts. Input a major account in the FROM field to use this function.
- Click Run Report.
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