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How can I view our transaction history by date?
How can I view our transaction history by date?

Here's how you can run a Client Activity report for a particular date range.

Colin Connor avatar
Written by Colin Connor
Updated over a month ago

You can view a record of all payments entered into the system from the Client Activity Report.

First, click Finances at the top of your screen.

Next, select the Client Activity report and select the date range you'd like.

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