Account Summary Reports

Account Summary reports show all status and summary information available for the account selected .

Working with report criteria:

  1. From the Report Date list, select the report you want to view.

  2. From the Account(s) list, select the account you want to report on, or click Select All Accounts to generate a report for all accounts.

  1. From the Format list, select a file format for the report.

  2. For PDF reports, use the Orientation list to select the page orientation for the report.

  3. From the Delivery Method list, select a delivery method for the report. Selecting Export enables you to open or save the report after generating it.

  4. Optionally, define the content of the report's header and footer:

    1. Click Set Report Header/Footer to open the Set Header/Footer window.

    2. In the Show Header Information section, select or clear check box options as necessary and define report title in the field provided.

    3. In the Show Footer Information section, select the Extra Footer Line check box and enter text for the footer, or clear the check box.

    4. Click Save to commit your settings and close the Set Header/Footer window.

  5. After setting standard criteria:

    1. Click Generate Report to generate the report, or

    2. Click Save Report to save the report as a custom report you can edit or generate at a later time.