How to Generate a Transaction List by Tag Report

    • 0 step |
    • 28 seconds
      Navigate to Brokerage Engine.
      Click "Accounting"
      Click the "Reports" tab.
      Click "Accountant Reporting"
      Click "Transaction List by Tag"
      Select a custom date from the dropdown menu.
      Or use the small calendar icons to select a date range.
      Click "Select Tag" to choose the Accounting Tag.
      Click on the text field to display the Tags.
      Select one or multiple Accounting Tags.
      Once the Accounting Tags have been selected, click the "Close" button.
      Click "Generate"
      The report will then display every accounting entry that has been tagged. It will also display the total amount per Tag.
      The report can be exported to Excel and/or PDF.
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