1. Select Control > Reports> Money: Online vs. offline results
  2. Select the date range from the drop-down list
  3. Click a button next to one of the Limit the report results …, or Filter the report (Proceed to Option 3 below)….
    • Note: If you do not want to customize your report, click Finish and skip the remaining steps.
  4. Click Next.
    • Note: If you do not want to customize your report any further, click Finish and do not continue with the remaining steps.
  5.  Click the button next to 'Specify the type…', then use the drop-down lists to specify the type. Or, select 'Choose individual….'
  6. Click Next
  7. In the pop up window, click the check boxes next to what you want to include
  8. Click Add
    • Note: If you do not want to customize your report, click Finish and skip the remaining steps
  9. Click Next
  10. In the Choose columns… section, click the check boxes next to the columns you want to display
  11.  In the Show columns… section, use Top, Up, Down, and Bottom to arrange the columns in the order they should appear
  12. In the Sorting Preference section, use the drop-down list to select the criteria by which to sort the result
    • Note: If you do not want to customize your report, click Finish and skip the remaining steps.
  13. In the Choose columns to display section, if there are tabs displayed across the top of the page, click the tab that contains columns you want to display
  14. Repeat steps 8-10 as needed
  15. Click Finish
Option 3: Filter the Report Result by Conditions I Build
  1. Select Control > Reports
  2. Select the type of report you want to generate from one of the two remaining pop up menus
  3. Select the date range from the drop-down list
    • Note: If you do not want to customize your report, click Finish and skip the remaining steps
  4. Click the option for Filter the report result by conditions I build
  5. Click Next
  6. In the Customize Report section, use the drop-down lists to customize your report
  7. Click Add