Income Summary Report
This article will cover how to access and use Income Summary Report.
To access the report:
1. Within Reporting, click on Financial.
2. Click on Income Summary Report.
If you hover your cursor over the (i) icon, it will give you a quick description of the report.
3. To run the report, select the Practice, Bank Account, and Date Range you wish to include in the report, and click Run.
*NOTE: You are able to select all practices and bank accounts by selecting All Practices / All Bank Accounts from the applicable drop-down.
5. The report will then be visible below.
6. To print the report, select Print and you will be directed to the in-browser print preview screen.
7. To export this report to PDF format, click Export, and PDF.
To learn more about Financial Reports Click here.