Custom Financial Report -- Searching By Specific Criteria
To find a specific transaction, the Custom Financial Report provides a way to find a target quickly and easily. Custom Financial Reports are specific to transactions and should not be confused with Custom Reports which deal primarily with people.
To Run a Custom Financial Report:
Select the Reports menu and Custom Financial.
From the top:
Include allows you to limit which transactions you are targeting by selecting which records, categories, accounts or reporting codes you wish to look in. By leaving any area unchanging, your result will include those transactions by default.
Transaction Types allow you to select which types of transactions you would like to look at in your results.
Amount Range allows you to include a specific range of amounts in your report.
Dates allows you to limit the date range for the transactions. To include all dates, leave this area blank.
Group By allows you to specify if you would like the report to group the transactions by record type, election, etc.
Display Extra Information allows you to include information in the final report that would not otherwise appear.
Sort By allows you to select the manner in which the final report is sorted. By default, the report will sort by name in alphabetical order.
Other Targeting allows you to search for a specific check or bank number.
3. Once you have selected the criteria, click on generate to view your report.