Client Account Activity Report

Use the Client Account Activity Report to show transactions for specific clients. For example, you can use to report on charges generated by clients and who is responsible for the charges. You can also run the report for charges for which clients are responsible, and who generated the charges.

To access this report, select Reporting. On the Reports page, select Add. In the Type field, search for and select the report you want to create. For more information, see Add a Report.

After you run the report, you can export (PDF, Excel, or Word) or print directly from the report.