Expense By Payee - Detail Reports

1. From the Account list, select an individual account to report on, or select All Accounts.

2. Enter a date range, either by using the format mm/dd/yyyy, or by using the Calendar icons to select the dates. You can also select predetermined time periods from the Date list.

3. From the Format list, select a file format for the report.

4. For PDF reports, use the Orientation list to select the page orientation for the report.

5. From the Delivery Method list, select a delivery method for the report. Selecting Export enables you to open or save the report after generating it.

6. Optionally, define the content of the report's header and footer:

1. Click Set Report Header/Footer to open the Set Header/Footer window.

2. In the Show Header Information section, select or clear check box options as necessary and define report title in the field provided.

3. In the Show Footer Information section, select the Extra Footer Line check box and enter text for the footer, or clear the checkbox.

4. Click Save to commit your settings and close the Set Header/Footer window.

7. After setting standard criteria:

1. Click Generate Report to generate the report, or

2. Click Save Report to save the report as a custom report you can edit or generate at a later time, or

3. Click Custom Reporting to work with custom report criteria and generate a custom report.

In addition to standard report criteria, a custom Expense by Payee - Detail report enables you to specify an amount range, filter report information by payee, and sort information by date, account, amount, payee, reference number, and status.

1. In the available Amount fields, provide an amount range.
   
   Note: If you are reporting on accounts using different currencies, the amount pertains to all currencies. For example, a range of 100 – 1000 includes deposits falling within that range, regardless of the currency.

2. Select a specific payee, or select All Payees.

3. From the Sort 1 and Sort 2 lists, select the primary and secondary sort methods.

4. After setting custom report criteria:

• Click Generate Report to generate the report, or

• Click Save Report to save the custom report for later editing and reporting by.