If you need to check financial totals between specific dates, you can use the Financial Transactions report.
To access this report:
Go to the left-side menu > Reports.
Scroll down to Financial
Click Financial Transactions.
Select the desired date range to view transactions.
(Optional) Enter a contact’s name in the Filter by Contact field to view transactions for a specific individual.
This report can be used to determine gross income and assist with W9 tax reporting.