Generating the Monthly Production Summary Report

The Monthly Production Summary Report lists all bank deposits and credit card transactions for your company within the date range you specify. Company Insurance deposits and payment types are also captured in this report.

What do you want to do?

  1. Click Reporting and select Standard Reports.
  2. Click Sales Reports.
  3. Click Monthly Production Summary.
  4. Enter the date range to print, or select dates from the calendar.
  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

To export the report, perform one of the following steps:

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