Account Records

Account records reports detail or summarize account transactions, which can be donations, items created, patients visited, meals served, or other transactional data.

When to use

• What total gifts did we get from our volunteers last year?
• Detail insurance payments made in 2008.
• How many meals were delivered last month?

Steps in this task

1. Click on the Account records link from the Reports panel.

   

2. Click on Load to select which built-in or saved report to use.
3. Add filters on account types, accounts, dates, amounts. Note: an account record will be included here if it's on the list of selected accounts, or its type is one of the selected account types.
4. Optionally filter on the person's group or type.
5. Set your sorting and page break options.
6. Click Print to run the report.

Sample details

Sample summary

Sample summary by person