Report filter options: Bank Transactions

Available in Microsoft Office Accounting Professional 2008 only.

You can use the Select Filter Options dialog box in the Bank Transactions report to view report data by bank account, date, amount, or void status.

Open the dialog box

  • On the Reports menu, point to Banking, click Bank Transactions, and then click Filter Options on the toolbar.

Select a filter

  1. Select a filter from the Select filter option box to display the options in the Filter options box.

  2. After selecting a filter option, click Apply if you want to select another option.

  3. When you are finished, click OK.

To reset a filter option to its default setting, click Clear.

Dialog box options

The dialog box contains the following options.

Option

Description

Bank Account

To filter by bank account type, click the arrow next to Options to select the filter that you want to use. Click Show Selected to filter by specific bank accounts.

Date Range

Click the arrow next to Date Range to select a date range. To enter a custom date range, type dates in the From and To fields, or click the arrows to open the calendar.

Amount

Default status includes all amounts. Select one of the options, and then type an amount to limit the amounts displayed.

Void

Default status does not display voided entries. Select Show if you want to view all entries in the report.

Related topics

Display a report

Working with reports

Banking reports

Save a report

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