Generating the Cash Receipt Summary Report

The current day’s information appears on this report only after you have closed the day in Daily Closing.

What do you want to do?

  1. On the top menu bar in Encompass, click Reporting and select Standard Reports.
  2. Click Sales Reports.
  3. Click Cash Receipt Summary.
  4. Select the appropriate date criteria.
    • Select By Date Range to enter a date range to print, or select dates from the calendar.
    • Select By Month & Year and enter the month and year, or click the Calendar button to select the date.
  5. Select one or more Office(s) to include on the report.
  6. Click Generate Report.

    The report opens in a new window.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups

With the report open, perform one of the following steps to export it:

  • Click Export to PDF to open the report as a PDF file.
  • Click Export to Excel to open the report as an Excel spreadsheet.