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Report filtering

Each report offers a selection of filters and options.

By default, most reports display data as at the current date. By clicking the Change Filter button at the top of the report, you can select filters to display selected data.

Available filters vary depending on the report selected. Most reports allow selection of financial year or date range and Fund or member account.

After setting filters, click GENERATE REPORT to display the report. If you wish to change your filter selections after setting them, or to print a report with different filters, click the RESET button.

Clicking RESET removes the Filter option, but you can access it again by clicking the CHANGE FILTER button.

Available filters vary depending on the report selected. Most reports allow selection of financial year or date range and Fund or member account.

After setting filters, click GENERATE REPORT to display the report. If you wish to change your filter selections after setting them, or to print a report with different filters, click the RESET button.

Clicking RESET removes the Filter option, but you can access it again by clicking the CHANGE FILTER button.

The Journal Entries report filters, for example, allow you to:

select a financial year or specific a date range

select to report for Entire Fund or a specific account

select All transaction types, only Active transactions, or only Deleted transactions.

The Member Benefit Report offers filters to select Financial Year or date range, entire fund or a specific account, and which types of Year End and Interim Period entries to include.

If you select to print a Banking Transactions Report, you can choose the specific bank account or all accounts as well as the date range and Fund or specific member account.