Or select a date range using the small calendar icons.
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Click "Generate"
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The report will then display.
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Generate the Report by Class
Undefined transactions that have not be categorized with a class will not be included in the Class Report.
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Click "Options"
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Click on the "All" checkbox to include all classes.
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Or select an individual Class.
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Click Generate to display the Report.
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Generate the Report and Compare Another Period
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Click "Options"
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Click the checkbox to compare and display either the dollar amount or the percentage amount to the Profit and Loss Statement numbers from the previous year.
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Click "Close"
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Click "Generate"
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The report will then compare the selected report date to the previous year. It will display the change in dollar and percentage amounts.
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Click the Toggle Dropdown to export the report to Excel or PDF.
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