About the Category Activity report

1. Go to Reporting then More.
2. Select Category Activity.
3. Search for a transaction by entering the reference or the value of the transaction in the search box.

4. Sort and filter the list as required.

   1. From Period list, choose one of the following options:

      This Month	Produces the report for the current month.
      This Quarter	Produces the report for the current quarter.
      This Year	Produces the report for the current year.
      This Financial Year	This option only appears if you enter your Year End Date in Financial Settings. See Accounting Dates & VAT. The report dates default to a 12 month period, based on the day and month you entered for your Year End Date. Note: This produces the report for the current year regardless of the year set in Financial Settings > Accounting Dates & VAT.
      Last Month	Produces the report for the previous month.
      Last Quarter	Produces the report for the previous quarter.
      Last Year	Produces the report for the previous year.
      Last Financial Year	This option only appears if you enter your Year End Date in Settings > Accounting Dates & VAT. The report dates default to a 12 month period for the last financial year, based on the day and month you entered for your Year End Date. Note: This produces the report for the previous year regardless of the year set in Settings > Accounting Dates & VAT.
      Custom	Enter the report dates you want to run the report From and To.

   2. To filter by Type, select More then Type or Group.

5. Select Calculate.

Note: To view details of a transaction, simply click on the relevant entry line, then choose Back on your Internet browser menu bar to return to the report.

Print or export the report

Choose Export Summary or Export Detailed.

Choose one of the following options:

• CSV – Depending on your Internet browser, the file automatically downloads to your Downloads folder or you’re prompted to save the file. If prompted, browse to where you want to save the file, then click Save.
• PDF – The PDF opens in a new window or tab. Open your internet browser file menu, then choose to either print or save the report.
  
  

Note: If the PDF document doesn’t open in a new window this is usually due to pop-ups being blocked on your internet browser settings. To change these settings our Pop-ups blocked guide will help you.