The Category Activity report

Use the Category Activity Report to view your category balances as well as a breakdown of the transactions recorded against any single category, for a date range of your choice.

To view details of which transactions make up each of the values on the report, click the relevant line. You can then view the details of each transaction by clicking the relevant line. You can also export this information to a CSV file or PDF. To return to the Category Activity Report, click back on your browser menu bar.

  • 1. Go to Reports. In the Advanced Reports section, click Category Activity.

If required, to search for a particular transaction, enter the reference or the value of the transaction in the search box.

  • 2. From the Period drop-down menu, choose one of the following options:
This Month To produce the report for the current month, use this option.
This Quarter To produce the report for the current quarter, use this option.
This Year To produce the report for the current year, use this option.
This Financial Year This option only appears if you enter your Year End Date in Financial Settings.
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.
Last Month To produce the report for the previous month, use this option.
Last Quarter To produce the report for the previous quarter, use this option.
Last Year To produce the report for the previous year, use this option.
Last Financial Year This option only appears if you enter your Year End Date in Financial Settings. 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 Financial Settings.
Custom Enter the report dates you want to run the report From and To.
  • 3. Click More and from the drop-down list choose the required options:
  • On the Type drop-down list choose the category type you want to run the report for (if required). For example, Overheads.
  • On the Category drop-down list if you want to view the activity of one particular category, choose the relevant category.
  • 4. To view details of a transaction, click the relevant line. To return to the report, click back on your browser menu bar.
  • 5. To save or print the report click Export and 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. Browse to where you want to save the file and click Save.
  • PDF – The PDF opens in a new window or tab. Open your browser File menu then choose to print or save the report.