Account Activity Summary

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Useful Information

Displays a summary of account activity over a selected date range.



Account Activity Summary Report

  1. Click on the Reports tab

  2. Select Account reports 

  3. Select the Account activity summary

  4. Select Date range

  5. Select from the following options:

    1. Include accounts with no activity

    2. Include through transactions

    3. Group results

    4. Include staff

  6. Select OK



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