Account records reports detail or summarize account transactions, which can be donations, items created, patients visited, meals served, or other outcomes. Use this report to see:
What total gifts did we get from our volunteers last year?
Detail insurance payments made in 2014.
How many meals were delivered last month?
Steps in this task
From the main VSys screen, go to the Reports panel and click the Account details link.
If the Select saved report window opens, choose the saved or built-in report you would like to use and click Select. Or click on the Load settings link under Tools to bring up a list of options.
On the Settings panel, add filters on accounts, dates and 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.
Optionally filter on the person's group or type.
On left navigation bar, choose any Sorting for your report. Click the Add sort link to add a sort. The (no page break)/with page break links add a page break when this field changes. Toggle the up and down arrows to change the direction of the sort.
