Summary Report

The summary report provides a complete accounting overview of your property.

To generate the summary report:

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  1. Select Reports > Summary from the menu to display the Create Summary Report window.

 

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  1. Set the date range by clicking the down arrow to select a date from the calendar for the beginning and ending dates. Only data for that range of dates will appear on the report.

  2. Click Create Report to generate the report.

 

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The down arrow on the Create Report button allows you to select the template to use for the report.

 

  1. The following message window will appear:

 

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  1. Click OK to generate the report and view it in Word.

 

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See Also