User Manual

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Chapter 7 Exporting, Reporting & Printing
7
Exporting, Reporting & Printing
Under Sort By dropdown, choose a field to sort the report by
Under Sort Order dropdown choose Ascending or Descending
10. Click Next Step.
In Step 3 of the Report Wizard you will further refine the report options (optional).
T ax Report Wizard Step 3
11. Click Add Filter and then choose the desired parameters from the filters provided. For
example:
If you are looking for a specific receipt amount, choose Amount from the field
dropdown list, a mathematical operator from the operator list and then type an
amount in the field provided.
If you are looking for a specific date, choose Receipt Date from the field dropdown
list, a date modifier from the operator list and then type a date in the field provided.
12. Add additional filters by clicking on the Add Filter button and providing the necessary
details.