Analyse All Financial Transactions

The Transactions Report provides a comprehensive overview of all transactions within SapphireOne. This report is essential for financial analysis and auditing. The steps are as follows:

1. Navigate to Assets > Assets > Transactions Report.
2. Select Criteria:
   • Range Menu – Choose the period for which you want the report.
   • Depart Menu – Select the department if you want to filter by a specific department.
3. Display Options:
   • Outstanding + Accrued Checkbox – Check this box if you want to include outstanding and accrued amounts in the report.
4. Click the Recalculate button to generate the report.
5. Use the Export to HTML or Export to CSV buttons to save the report in your desired format.
6. Click the Print button if you need a hard copy.

For more detailed instructions, please refer to the Assets > Assets > Transactions Report article.