Transaction Summary
The Transaction Summary report evaluates all transactions
paid either to the agency or directly to clients within a
selected date range. The report prints totals, counts,
and averages based on payments (To Us and Direct),
commission earned, and taxes charged.
You can specify a start and end date for the report,
ensuring that the report totals only those transactions
falling within the date range. Or, you can leave the
Date Range blank and the report will evaluate ALL
transactions.
This report shows:
* Total amount of paid transactions
* Total number of paid transactions
* Averages based on To Us and Direct payments
* Total commissions earned
* Total taxes charged
When you run the report, you will be prompted to enter a
date range.
In the FROM field, select the beginning of the date range to include
in the report. If left empty, the report will start with the first dated
transaction.
In the TO field, select the end of the date range to include in
the report. If left empty, the report will end with today's date.
Using Internal Reports
These reports are important for tracking financials accurately
and reconciling statements. They work well for basic simple
payments and occasional NSFs to accounts. More sophisticated
methods require custom reports to accommodate more complex
details. This can be accommodated.
Any of the internal reports may be replaced with your
own customized version. To make Collect! run your own custom
reports via the Print menu, Daily, Monthly, Analysis and Trust
reports, change the Start On to something other than INTERNAL,
depending on the particulars of your report, and place your own
report codes in the Report Body of the report.
See Also
- Report Sample for additional example reports
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