Module 10: Reporting, Analytics & Insights
Module 11: Integration, Automation & Best Practices
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Lesson 10.4 Activity

Familiarize yourself with FastFund’s transaction reporting by completing these 3 steps in your environment:

  1. Access the Register: Navigate to Transactions > Transaction History under the REGISTERS menu.
  2. Apply a Filter: Set the date range for the current month. Select your Undeposited Funds account, and click FILTER.
  3. Generate the Report: Locate the PDF icon or Register Report button in the upper right corner of the window and click it to preview your Source Journal report.