1. First, click on the Reports icon

2. Then under the Financial tab, go ahead and select Account Transaction

3. Now, once you’re in the Account Selection tab, you’ll notice a new improvement—you can now select All Accounts. Super handy, right?

4. Next, choose the Portfolio or Property depending on what kind of report you need

5. Here’s another upgrade: you can now search the report by Contact or Property

6. Let’s try selecting Contact, and then click to generate the report

7. Since we selected contact, you’ll now see a new Contact column in the report—just like that!

8. If you go back and select Property instead, the report will now show a Property column instead

9. See? Here it is—the new Property column added right into the report

10. You might also notice a few other new columns added to the report depending on what you’ve selected