Reporting Transactions made last year for this year's Reservations

It's fairly common to need to list the transactions for future reservations that were entered in the past, e.g. charges entered last season for this season's reservations.  It's possible to do this using the filtering function on the Transactions tab view.  This also works for any date ranges of reservations and transactions -- for instance if you need transactions made from January 2020 to June 2021 for reservations staying in July 2021.  Any combination can be done.

By the way, if you're simply wanting the more common "Deposits made for all future reservations", then that's easiest done with the Arrivals tab view -- just enter the appropriate date range (e.g. from today to some future date), then click on the "Options" button and select the "Deposits" column to show deposits made.

Here is an example for getting a detail list of prior transactions for reservations starting after a particular date:

1. Go to the "Transactions" Tab View (not the Transactions menu item).

2. Click the "Detail Options" button, then "Reset the view to details / all transactions", and "Save".

3. Click the "More Filters" button, select the transaction types needed (e.g. Taxes, Deposits, etc.) and any other preferences.  Don't close it yet.

4, Click the "Sites/Reservations" button, select the box for "Filter by date", select "Start Date", and enter the desired From and To Reservation date range (e.g. this year, in which case the To date will be in the future).  Click OK and OK again to close the filters.  

5. Now just set the main "From" and "To" range at the top of the report for the Transaction dates needed (e.g. last year).

If your want it in summary form, you can click "Summary Options" and select Monthly.  However, be careful not to select any of the Quick-Reports.  That will reset the filter and lose all of the settings made above.