Run the Income Allocation Summary Report

To run the Income Allocation Summary Report:

1. Select Management Reports from the Reports menu.

   

2. Select Income Allocation – Summary on the left side of the window.
3. Complete the criteria as desired:

   

   • The report can be run for a specific responsible party. To do so, type part of the desired name in the Responsible Party field and click Search.
   • Select the desired date range by typing the dates or by selecting the date from the calendar.
   • Click the check boxes beside the desired providers, or use the All check box.
   • Click the check box beside Include Beginning Balance Detail if desired.
4. Click Print/Preview.