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Quilters99
Level 1

How do I run a statement of activity report on a specific bank account?

 
1 Comment 1
ZackE
Moderator

How do I run a statement of activity report on a specific bank account?

Thanks for reaching out to the Community, Quilters99.
 

If you're referring to a Transaction Detail by Account report, it can be generated from your Reports page, then customized to include data for a specific bank account.
 

Here's how:
 

  1. In the left navigation bar, go to Reports.
  2. Enter "Transaction Detail by Account" in your Find report by name field.
  3. From the displayed drop-down list, choose Transaction Detail by Account.
  4. Click Filter.
  5. Enter your necessary filtering details using the Filter by, Options, and Value fields. To filter by an account, select Account from your Filter by drop-down. Once you reach the Value drop-down, you'll be able to specify an account you'd like to filter by.
  6. Make any other necessary customizations to your report.

 

I've also included a few detailed resources about working with reports which may come in handy moving forward:
 

 

I'll be here to help if there's any additional questions. Have a wonderful Friday!

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