Entity Account Transactions Report – GuestPoint

51 - Reports - Accounts - Entity Account Transactions

GuestPoint Reports menu with Accounts section highlighted

Procedural Note 51                   

Reports – Accounts – Entity Account Transactions

Entity Account Transactions report header showing title, year and month selection fields

           1. Modify the report title as needed and select the year and month of data you want to view.

            Report filter panel with entity type dropdown (Business, Owner, Supplier, Pool, Tenant, Unallocated) and range fields

                  2. Update the type, depending on whether you would like to view Business, owner, supplier, pool, tenant or unallocated data. Add in the range you would like to view.

            Report action bar showing View, Download, Export as CSV and Send as Email buttons


                  3. You can then choose to view, download, export as csv, or send as an email.

             Opened Entity Account Transactions report with Print and Save options visible

                  4. You can also print and/or save once you have opened the report (by pressing view).