(12) Income Transaction

This Report is used to generate the Income Transactions for a Date Range or Income Amount.

The recommended file format for this report is as a PDF (.pdf) file, however, you can also generate a Word (.doc) file or an Excel (.xls) file

  • As a Word (.doc) file the report will generate in an editable format.
  • As an Excel (.xls) file this will place the information in cell formatting into rows. Can be used for .csv file imports.
  • As a PDF (.pdf) file this will appear the same as the Word (.doc) file format, but will not be editable.

Report - 12

Report - 12

From the Tree View:

  1. Expand Reports
  2. Select Reports
  3. Select Report (12) Income Transaction
  4. Enter in Date Range
  5. or you can Enter in the Income Amount
  6. Select the File Format (either Word DOC, Excel XLS, or PDF)
  7. Then, click SEARCH to run the Report

Note: A separate window will open where you can View, Print or Save the document.

Report - Income Transaction

Report - Income Transaction

Report Navigation:

  1. Status
  2. Date Entered
  3. Property Address
  4. Income Detail
  5. Amount
  6. Grand Total

Header & Footer Information:

a. Office Name and Contact information

b. Report Name

c. Date the Report was Run / Printed

d. Page Number of Report