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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 2 weeks ago

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

First, click Finances from the left-side menu.

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

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