This report is used to summarise the total amount receipted. The resulting report identifies the value of transactions and includes the following information:
Amount received per month.
This information can be used to compare performance for different financial years.
To Run the 'Payments Summary' Report
Go to Administration -> Reports and select ‘Payments Summary’:
You can choose a Provider or leave it blank to report on all providers. Clicking the Multiple button will allow printing for a combination of providers.
The ‘From’ and ‘To’ Date fields are used to define the date range for the report.
The ‘Summary Level’ required is selected from the list
Transactions – will display all receipts
Daily – will display the total amount receipted per day
Monthly – will display the total amount receipted per month.
Click ‘Print’ to send the report to the printer, ‘Preview’ to preview on screen and then print from the ‘Preview’ screen, 'Email' to email a copy of the report to an email recipient, Export to create a csv spreadsheet file or ‘Cancel’ to return to the previous screen.
The example below shows a ‘Payments Summary’ for all providers.