The transaction summary is a trial balance of general ledger accounts (all chart of accounts categories). The trial balance will provide a statement of all debit and credit transactions over time.

To view the transaction summary, do the following:

1. Click Reports in Flare's main menu (1 below) then click the Transaction Summary tile heading (2).
   
   
   
   
2. To run a transaction summary select a date range from the Date Preset (3 below) or choose "Custom" from the preset and select a time period (4).
   
   
   
   
3. Click the Details button (6 above) to see all transactions in each account category, or, click a category heading (7) to jump to that category in the detailed transactions list.
   
   
4. Print the transaction summary (8 above) or export as PDF (9) or CSV, XLS, or XLSX (10) .
   
   
5. To return to the transaction summary from the transaction details page, click the Back link (11 below).
   
   

View all financial reports available in Flare.