Overview

Open the Reports area from the Main Menu to view Category Reports, School Reports, and District Reports, including the #11 Transaction Reports menu.

Steps

  1. From the Main Menu, click View All in the Reports section.
  2. Choose a report group (for example, School Reports or Category Reports).
  3. If using transaction reports, click #11 Transaction Reports Various to access cleared, outstanding, and customized report options.

Outcome

You can select and run the report you need, filtered by date range, category, or umbrella type.

Related