Overview

Run popular reports such as Detailed Category Summary, Trial Balance, Tax Rebate, and Customized Transaction Report.

Steps

  1. Go to Reports, click View All, and choose the report set (Category, School, or District).
  2. Select filters like Date Range, School Year, or Active Categories Only, then generate.
  3. For Tax Rebate and GL Reimbursement, Print and then Sign Off to flag as submitted.

Outcome

Reports generate with the selected filters and are ready to print or export.

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