Viewing a Transaction report

Use the Transaction report to view transaction activity in the current data file. This produces an audit trail of activity.

To view a Transaction report:

1. Select Report Console from the Reports menu. The report console opens.
2. Select Transaction/Account Information from the menu panel on the left, and then select Transactions.
3. Select the Date check box to specify a date range for the report. The date range limits the reported transaction activity. You can select the starting and ending dates from the drop-down menu.
4. Select the Reference check box to filter the report by reference number. To display a single transaction, enter its reference number. You can also use * to match any number of characters or ? to match a single character. For example:

abc* - Displays all transactions with a reference number that starts with abc (such as abc1, abcdef, abc 515).

*abc - Displays all transactions with a reference number that ends with abc (such as 123abc, wxyabc, 515 abc).

abc? - Displays all transactions with a four-character reference number that starts with abc, followed by any single character (such as abc1, abcd, abc5).

a?? - Displays all transactions with a three-character reference number that starts with a, followed by two single characters (such as aX1, a22, a5T).

a?c - Displays all transactions with a three-character reference number that starts with a and ends with c, with a single character between (such as a8c, aBc). 

5. Select the Audit # check box to filter the report by internal audit number. Enter the minimum and maximum audit numbers that you want to include or leave the default selection of all available.
6. Select the Only include transactions entered in this session check box to limit the transactions to those recently reported.
7. Select the Sort by transaction date check box to sort the transaction activity by transaction date. If you don’t select it, the report sorts the transactions by order of entry.
8. Click Generate. The report appears on the screen. Click View in Grid. 

Last updated on July 25, 2013 by FCC AgExpert