Providers can run a Summary Report to gain 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.
Create a Summary Report
How to read the Summary report
The Summary Report includes several columns to help you understand your program's financial activity at a glance:
Transaction: Displays high-level categories of transactions, such as total credits, card payments, starting balances, and more
Quantity: Indicates how many times each transaction type occurred during the selected time period
Total: Shows the total dollar amount for each transaction type within the selected timeframe
