Use the 'start date' and 'end date' to define the period of time that you would like to generate the income & expenditure report for. For example if you would like to generate a report that will present all income and expenditure transactions for a given Portfolio Account, for example from the 6th of April 2006 to the 5th of May 2006, set the 'start date' to '9 Oct 06' and the 'end date' to the '9 Oct 13', then click on the 'set' button. Click on the reports: pdf link on the bottom right of the screen, to generate a pdf report for the selected time-frame.
Alternatively you can export CSV (Spread Sheet) reports for programs such as Open Office and Excel.
Click on the 'investments tabs' to generate reports for the various open positions and historical investment transactions.