1. From the Reprots homepage, click "Built In Reports"

2. Select a built-in report, such as "Payments"

3. Note the default set-up has a filter. As it's the first of the month, we don't actually have any payments this month yet. Click this to edit it.

4. Select another option like "Year to date"

5. Click "Apply"

6. To remove a fields from the report, click the "eye" icon.

7. Note how the previously selected fields have a cross through the eye.

As a next step, you can create a pivot table by dragging a given field up to the "group by tab".

8. Instead of dragging, you can also press the "Plus" icon. In this case, we can start typing "Amount" from the "Plus" next the "Values" to bring that in.;

9. Now you have a report of Payment Amounts by Method in the year to date.

10. If you want to save this report, click the "Save As"