www.insuranceproonline.com

Topics > Reporting Options > FAQ ID # 111

FAQ ID # 111
Last Update : 2009/12/07
Print this FAQ

Question / Issue
How do I run an income summary report?

Answer / Solution
  1. Go to the Agency Reports section on the left side of the Main Menu screen and select Business Reports.
  2. On the left side of this screen, click on the Reports Menu (will appear as a bold black line).
  3. Click on Income Summary under the Profit & Loss section at the lower left of the screen.
  4. Now choose your date range and the location to generate the report for.
  5. Click on the Generate  button at the bottom right of the screen.
  6. Your report will now display for you to print.
  7. Click on Done to close the screen.

Related FAQs
How can I create customized reports?
How do I generate a commissions report for each of the companies I do business with?
How do I create custom report templates to use for future reports?

Direct Link to This FAQ
http://www.itcdataservices.com/support/IP6FAQ/?f=111

Tags
income summary report

Back to Top