Select a Format

These procedures are the same for all reports.

1. To access a specific report, click on reports, select the item to display the drop-down menu of detailed reports, and click to display the reports window.

2. Filter the report by one account or all accounts and date ranges.  

3. View the report on the screen in either PDF Word or Excel format.

4. Save the report to an Excel Spread sheet for export.

Refer to the example Figures on the following page.