Transaction Summary Report

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.