This is a general overview of how to use Reports and the various options you have while viewing them. Many of them are customizable and can be filtered to show a specific set of data depending on your needs. We'll show you how to do this so you can get the exact report that you need.

Circled in red is the main part of the report. This is where all the data is shown for what the current filters are set for. In this case, this is just the default data that is given to us when we click the Transactions List Report.

At the top of the main report, you'll normally find a quick filter menu with various options. These will be different depending on the report you are on, however, there are some filters that are common among all the filters. Below, we've listed some of the more common filters you'll find on most reports.

Each report has a date range set to it which lets the report know what data to retrieve for what time period. The date shown underneath the Title of the report should coincide with the date range you see in the Reporting Period section under From and To.

If you want to change the date range of the report, there are a couple of ways you can do this. You can use the Period Field and use one of the predefined date ranges or you can use the From and To fields to manually define a date range.

The Group By filter is used to sort your report and arrange them by a specific set of data. Using the Transactions List Report, you can group all the data by Date, Type, Name, Account, Property, Payment Method, and Deposit. This however will be different based on the report you are using.

As an example, if I want to group the results by property, you would use the Property option. You can see in the example below that all the transactions are now sorted by property, which is helpful if you want to look at these separated by property.

This filter is used to filter for specific results only. For instance, if you only want to see Deposits, Charges, or Payments, that's what you would select.

The Filter Panel is where you'll find even more ways to filter your data. This can be enabled by clicking on the filter button, which is normally located to the right of the quick filter menu.

There are normally a lot of other filters here in this section, again to help you filter your results even more so you can get to the data you need.

You can easily print out most reports. There's a handy print button on each report that you can use to either print the report out physically or Save to PDF.

You can also export most reports in Excel format. When clicking the button shown below, the file will be saved in *.xlsx format to your default download location. You'll be able to open this in most spreadsheet apps including Excel and Google Sheets.

That's pretty much it in general. Just note that not all reports will have these filter options, mainly due to the nature of the report. Some reports have special features, which we'll go more in-depth within their own individual articles.