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