The Summary Report provides a high-level view of all charges, credits, and payments recorded on a program's account across the selected date range. This report will display cumulative transaction totals that are separated based on their category. This report is compatible with a Profit & Loss Statement.
Report Details
The online view of this report will immediately display data in the following columns:
Transaction Category: The high-level grouping of similar transactions
Transaction Item: The grouping of all transactions with the same label
Quantity: The total number of times this transaction occurred in the timeframe
Total: The aggregated total for that category or item in the timeframe
View and Export
Log in on the web
Open the Billing page from the sidebar
Jump to the Reports tab
Click the Billing tab and select the Summary report
Adjust the filters accordingly
💡 By default, the report will list all of the transactions on your account in the last 30 days
Click Apply Filters
Export or Print as needed
To export, click the Export button
Select recipients from the list, or add email addresses for new recipients and then click the Email to button
To print, click the Print button
Adjust your print settings and print on your local device
Learn more about the exported report fields
Learn more about the exported report fields
The exported Summary Report will include the following fields:
Transaction
Quantity
Total
