The reporting summary page is where all of a Self Assessment Client’s data is compiled and broken down by category.
This is where you can compile reports that eventually will be submitted to HMRC.
Filter the data by date by selecting the starting and ending date in the top left of the screen.
Accounts that have selected the Bank transaction collection method can choose to show data from a specific bank account by selecting the account from the dropdown list in the top right of the page
When the report is ready you can export it as a CSV by clicking the Export to CSV button next to the date range.