Univex NeatDesk, NeatScan, NeatReceipts manual

4.Under the Step 2 heading, define the Period End date criteria to narrow the scope of the report. (Type dates in MM/DD/YYYY format, or click on the dropdown menu to select from a calendar.)

5.Under the Step 3 heading, select the preferred detail level (summary or detailed). Detailed reports provide line item information for each receipt.

6.Click on Run Report to close the Reporting Wizard dialog box and run the report. After you run a report, it opens in its own separate window.

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