PSG Reports - Transactions: How to produce a Transaction Report by date range (or Batch ID) for print or download

How to produce a Transaction Report by date range (or Batch ID) for print or download

workbooktransactionreport.png

  1. Go to Reports→Transactions.
  2. Click the "Filters" button.
  3. Set the date range.
  4. Apply the filter.
    select_and_apply_filters.png

**As an option, you can also create a transaction report that includes a group of Deposit Batches (for a month, for example):

  1. Click the "Filters" button.
  2. Choose "Batch ID" and then select the batches you want to include
    select_transactions_report.png
  3. Apply the filter.
  4. Close the Filters screen which will reveal the output button options.

 

Finally, to Export or Print- Choose your output format:

    • The printer icon to print the report
    • The download button to save the report to your computer in Excel (CSV) format
      close_filter_and_select_output.png

 

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