Contract Summary

line_chart_128_hotThe Contract Summary function provides a summarized financial report of your business. It breaks the report down by totals categories.

The Contract Summary function can be accessed from:

Contract Center- Reports

[hozbreak]

Dates. You can select a Range of contract dates to search for using the Range drop-down box or by entering the earliest date you want to search through in the From box and the latest date you want to search through in the To box. You can use the drop-down box for the From and To boxes as well.

Contract Settings. Check the “Open Contracts/Reservations” box if you only want to display open contracts and reservations, meaning these would demonstrate revenue projection rather than actual revenue. Check the “All Stores” button if your business includes multiple stores and you want to display all of them. This field is not applicable to all businesses.

Apply Filters. Select an option from the drop-down box. All Filters means all the equipment, inventory and parts filters you select must apply to the contract or it will not be displayed. Any Filters means if any of the equipment, inventory and parts filters you select apply to the contract, it will be displayed.

Equipment Filters. Check which equipment filters you want to display. The default is all boxes checked.

Inventory Filters. Check which inventory filters you want to display. The default is all boxes checked.

Parts Filters. Check which parts filters you want to display. The default is all boxes checked.

Select Refresh when you have finished making your specifications.

You can double click on any of the categories on the summary to view a detailed list of all contracts within that category. Select the Back to Contract button to return to the summary.

[hozbreak]

Table of Contents

© 2022