Most reports open with Apply filters to view data. Click Update filters, set the dates and other filters, and click Apply filters. Search… narrows the rows shown and Refresh runs it again. Exacc remembers the dates you last used.
1. Set the filters
Open a report and click Update filters. Set the dates and anything else the report offers (accounts, contacts, employees, status). Click Apply filters; Cancel closes without running.
Exacc fills in the dates you last used on any report.
2. Work with the results
Search… filters the rows on screen. Refresh runs the report again. The full-screen button gives it the whole window.
Profit & Loss, Balance Sheet, General Ledger, BAS
These have their own settings windows (see their pages), opened with Update.
After Cancel
Cancel closes the filters, but a later Refresh may use what you typed. Click Update filters and Apply filters again to be sure.
Related guides
Checked against Exacc on 9 October 2026. Machine-readable version