Using the Transaction Activity Report

1. In Administrative Access, click the green menu () button near the top-left.
2. Click Account
3. Under Reports, click Transaction Activity Report

4. On the run report window, you can expand the Account Filters prompt to specify accounts. If left blank, the report will pull data for all the accounts you have access to.

Running on Prior Years

1. In Administrative Access, click the green menu () button near the top-left.
2. Click Account, and then Account List
3. In the top-left, click the drop down arrow and select the Fiscal Year you wish to pull data from.

4. Return to Administrative Access, Account, Reports, and click Transaction Activity Report.