The Summary Reports section is an interactive screen that produces four summarized reports that you control the filters for.
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To run this report, navigate to the ‘Reports’ tab and click ‘Summary Reports’
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Under Summary Reports, you have multiple options for creating a summary report: Job Summary, Invoice Summary, Payment Summary, Inventory Usage and Gross Profit Report, A/R Aging Report, WIP Report.
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By opening any one of these tabs, you will be able to filter the results to generate a more detailed report. After specifying the criteria for your summary report, click the 'Run Report' button at the bottom of the filters to generate your report.
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Your report will generate to the right of the filter screen, and give you a summary report regarding the information that you specified with the filter. For example, the Job Summary Report shows: the Job ID, Job Name, Office, Item, Quantity Used, Total Material Cost and Use Tax for that job.
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Click the green excel icon at the top right-hand corner of the report to export your information to Excel. Use these reports to quickly gather a quick, summarized report of the different aspects of your business.