Financial / How To Create Monthly Income Summary Report?

Updated on 09 Jun, 2024

Definition:The Monthly Income Summary Report, provides a concise snapshot of revenue for each month, making it easier to analyze trends and budget.

Objective:To provide a quick reference for monthly income trends and aid in budgeting decisions.

1. Go Report> Monthly Income Summary
2. A list of collection amount will be created, with the billing month, billing year and collection amount(£).

3. Click Export to export report in.csv format if necessary with all pages or, current page and selected rows

4. Click Action> Download to export a report in.csv format if necessary with current list

5. Click Action> Email to get Report Emailing Settings. Enter your email address and time settings (now, recurring, or scheduled). If Recurring is set, the time of recursion must be fixed, such as every day or 7 days. If Custom Date is set, enter the date and time from which the email will be sent.

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