Filter by any combination of fund, core account, department, and either of the two optional segments.

1. In the top-left corner, click your ministry hub then Accounting. Then click Inquiry.
2. Select the segments that you want to view transactions for.
3. Optional: If you want to exclude open transactions, clear the Include Open Transactions box.
4. Optional: If you want to include transactions entered during the 13th month, select Include 13th Month.
5. Click Apply.
6. Optional: Click the calendar drop-down and select a date range. You can also enter a customized date range in the text boxes, or select dates on the calendar.

Narrow down your inquiry results to locate specific transactions.

1. In the top-left corner, click your ministry hub then Accounting. Then click Inquiry.
2. Select the segments, such as fund and core account, that you want to view transactions for.
3. Click Apply.
4. Click .
5. Enter and select the fields you want to filter by.
6. Click Filter.

Print a report on your inquiry results.

1. In the top-left corner, click your ministry hub then Accounting. Then click Inquiry.
2. Select the segments that you want to view transactions for.
3. Click , and select one of the following:
   • Inquiry - Summary
   • Inquiry - Detail
   • Inquiry Export (.csv)
4. A preview of your report displays.
5. Click the printer icon for a physical copy or Download for a PDF.
   Note:

   Summary vs. Detail

   The difference between an Inquiry - Summary and an Inquiry - Detail report seems small. However, if you have transactions allocated to a project or important comments that need to be visible throughout the lifespan of a transaction, printing a detailed report would be the better option.