Customized Transaction Report

Perfect report choice when many customized features are required!

This is the perfect report to search for criteria you have been unable to find in another report, for example:

  • Find a Check
  • Find a Deposit
  • Find a Journal Entry
  • Find a Transfer
  • Pull by Category name, umbrella or number
  • enter a word or phrase in the description

Main Menu > My Reports section

The Customized Transaction Report #11 may be accessed two ways.

1. By selecting the #11 Transaction Reports Various link from the quick My Reports section.

2. By selecting the word Reports or the double chevron, then select the 11. Transaction Reports Various link from the Reports Menu.

The Customized Transaction Report offers the user many reporting options.

When selecting filters, you can select more than one or the checkbox for all in that filter field.


Additional links

How to Generate Reports

An Instruction Guide - Reports

Report to Determine Missing Checks on the Ledger Inquire

District Level Reports

District Level - How to Use District Level Reports (Sept 2013)

District Customized Transaction Report Extract