- Click Financials
- Click Revenue report
- Click and dates drop down menu
- Select time period
- Click Update
- Click Download drop down menu
- Select Ledger entries
- Click Download agency ledger entries – (todays date)
- Click open
Note: Pop ups must be enabled, if a pop up does not appear and the file doesn’t open, your pop ups are not enabled.
Note: Your report will open in an Excel document or similar.