Use this screen to see statements for the user accounts.

See a statement for an account

  1. Select the Account.

  2. Select the Date From and Date To dates.

  3. Click Search.
    A summary is given of the number of Groups assigned to the account, the amount in Income and Expenditure as well as the Balance for the account, the number of items which were Paid, Free, and in Total.
    Below the summary the statement is shown for all groups assigned to the account.

  • Click Print.

Export summary

  • Export the summary report to a comma-separated value (CSV) file by clicking Export CSV. This is downloaded as report.csv.

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