Creating and Printing Yearly Reports

1. Open the Reports & Statements window. For more information on opening this window, go to Opening the Reports & Statements Window.
2. Click the Yearly tab.
3. Add or remove reports from the list of reports. For more information on adding and removing reports, go to Adding and Removing Reports From Tabs.
4. Click the Alphabetically or By Category radio button at the bottom of the window to view the list of reports alphabetically or categorically.
5. Select a report to create and print using one of the following methods:
   • Select the Prt check box next to the report that you want to create and print.
   • Click Select All to select all reports.

     Click Unselect All to deselect all reports.

6. Type or select dates from the Date and To boxes and click Set Date.

   The date in the Date box is transferred to the reports that have selection dates.

   The date in the Date box is automatically set to one year before the current day. The date in the To box is automatically set to the current day.

7. Complete the Selections Criteria and Sort Order fields with appropriate information. For more information on completing these fields for the report(s) that you are printing, go to the report(s) in the List of Reports .
8. Select a printer or fax program from the Current Report Printer drop-down menu.
9. Select a report and click Preview to preview the report. If you do not want to preview reports, go to step 11.

   The Preview Window opens.

10. Complete one or more of the following tasks:
    • Click the Print Report icon to open the Print window and print the report using the current report printer.
    • Click the Export Report icon to open the Export window and choose a format and destination for your exported report.
    • Close the Preview Window.