There are several features within the Reports.
1. You can filter by a date range.
2. You can click on the arrow at each column to sort highest to lowest (or A to Z).
3. You can click on the pencil to choose record(s), and then click on the 3 dots on the right. If the transaction is unprocessed, you will have the option to Edit, Hold, or Delete. If the transaction has already been processed in an ACH file, you will only be able to Delete it.
4. The 3 dots at each column bring up additional filtering options.
5. You can hide or display columns of data.
6. Then you can save your configurations -- or restore the configurations.
7. And you can export the data to a CSV or Excel file.
