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ClearCheckbook Knowledge Base

ClearCheckbook Knowledge Base

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Payee Report

This report shows you the total debits and credits to your payees over a given time period.

These reports are currently in beta testing and may be subject to change or removal. Please use the Contact Us form to provide feedback.
This report is only available for ClearCheckbook Premium members.

Table of Contents

Where to find this report

Click on the Beta tab and then click on the Payee link.

Payee Report - Location
Location of Payee Reports

What does this report tell me?

The Payee Report generates a statement that shows you the total debits and credits for your payees over a set time period and matching any account or category data you select.

The Report Options form is fairly simple and only consists of three fields which are shown in the screenshot and explained in the table below.

Payee Report - Report Options
Payee Report Options

Below is a sample of a Payee statement generated with the parameters from the screenshot above.

Payee Report - Sample report
Sample Payee Report

The Report Options for the Payee report are explained below.

Option Description
Date Range Select the start and end dates for the transactions that should be calculated.
Accounts You can limit the report to a specific account or set of accounts
Categories You can limit the search to a certain set of categories.

Export to CSV File

You can click the Export to CSV link below the report to export the report to a CSV file. A CSV file can be opened in any spreadsheet application such as Excel.