Print a Transaction Summary Report to view a consolidated overview of financial activity within Property Improvements for a selected period.

Unlike a Transaction Register, which provides detailed transaction-level information, the Transaction Summary Report presents aggregated totals and summarizes transaction activity. This report is useful for reviewing overall financial trends, monitoring activity levels, and supporting management, reconciliation, and reporting processes.

What Happens When You Print a Transaction Summary Report?

When a Transaction Summary Report is printed:

• Transaction activity is summarized by transaction type.

• Totals for billings, payments, adjustments, fees, write-offs, and other activity are displayed.

• Financial activity can be reviewed at a high level.

• Reporting and reconciliation efforts are supported.

• A summary record of system activity is created for analysis and documentation.

When Should You Print a Transaction Summary Report?

Print a Transaction Summary Report when:

• You need an overview of financial activity for a period.

• Management requests summarized transaction information.

• Month-end or period-end reviews are being performed.

• Reconciliation activities require transaction totals.

• Financial trends or processing volumes need to be analyzed.

Before Printing a Transaction Summary Report

Review the following information before proceeding:

• The reporting period to be included

• Recent transactions have been entered and posted

• Any required filters or reporting criteria have been selected

• The districts or accounts to be included in the report

• Any reconciliation or reporting requirements

Verifying this information helps ensure that the report provides an accurate summary of transaction activity for the selected period.

Note: The Transaction Summary Report provides aggregated transaction information and does not include the detailed transaction records found in a Transaction Register. It is intended for review, analysis, reconciliation, and reporting purposes.

 

Print Transaction Summary Report

1. Open Connect Property Improvements > Reports > Transaction Summary Report.

2. Select a report title.

3. Enter the Report Dates.

Report Dates is the report date range.

Do you want to use the current month as the report date range?

• Yes, I want to use the current month. Continue to the next step.

• No, I want to use a different date range. Change the Report Date, or click Advanced Options.

Use options to select the type of information to print on the report.

What do you want to do?

• I want to summarize transactions by date. Use Options to select Date Summary.

• I want to print the entire district detail. Use Options to select District Detail.

• I want to print the account detail by district. Use Options to select Account Detail by District.

• I want to print the account detail by date. Use Options to select Account Detail By Date.

The report prints.