Question / Issue |
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How do I run an income summary report? |
Answer / Solution |
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- Go to the Agency Reports section on the left side of the Main Menu screen and select Business Reports.
- On the left side of this screen, click on the Reports Menu (will appear as a bold black line).
- Click on Income Summary under the Profit & Loss section at the lower left of the screen.
- Now choose your date range and the location to generate the report for.
- Click on the Generate button at the bottom right of the screen.
- Your report will now display for you to print.
- Click on Done to close the screen.
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