Here are the main points to note:
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Select the settings button
in the blue title bar to change the display settings -
You may select up to three periods (depending on how many prior periods there are)
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By hitting 'Preview' it will produce the report for you on a once off instance
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By hitting 'Save' it will save these settings for the next time you open the report
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To the left of the settings button is the Export button
which will export the on-screen report to excel for you to play with -
Click on any account balance to see a breakdown of that balance
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Note: If you select a prior period balance it will present you a breakdown within the prior period
- Just in case, remember you can jump between periods from the date dropdown at the top of the screen
