| • | To access the Financial Summary report: from the Main Menu, Choose Reports and Select General Ledger where the list of General Ledger Reports will be displayed. |
| • | Choose the Financial Reports option to view the sub-menu and Select Financial Summary. |
Financial Summary Reports - Options tab
| □ | Financial Summary Reports tabs - There are three tabs on the Financial Summary Reports dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
| • | Report For: - Click the appropriate button to specify the Account Type to be reported: |
| • | Income - Accounts numbered 4000-4999 that represent Revenue (Sales and other Income) generated by your Company. |
| • | Expense - Accounts numbers 5000 to 9999 that represent Expenses incurred in the course of doing business. |
| • | Assets - Accounts numbers 1000 to 1999 that represent Cash and Equivalents,and physical items (Buildings, Furniture, Vehicles, etc.) owned by you Company. |
| • | Liabilities - Accounts numbers 2000 to 2999 that represent Short and Long Term Liabilities owed by your Company. |
| • | Equity - Accounts numbers 3000 to 3999 that represent the New Worth of your Company. |
| • | Reporting Period - Specify a Date within the Current Year, or a Previous Year, to be reported: |
| • | As Of: - Click this button to report for the Year through the specified Date. |
| ▪ | By default, this Date will be Today. |
| ▪ | Use the Drop-Down Date Selection Box to Choose a different Date, if required. |
| • | For Year: - Click this button to report for a Previous or Current Year: |
| ▪ | Use the Drop-Down Selection List to Choose a differentYear, if this is appropriate. |
| • | Print - Click the Print button  to Preview and optionally Print this Financial Summary Report. |
| □ | The Preview tab presents the report which resulted from the Options you've selected. |
| • | Up Arrow/Down Arrow - hi - Not in use. |
| • | Page Up/Page Down - Not in use. |
Financial Summary Report - Preview tab
| • | Number - Indicates the page number you are viewing. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| • | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| • | You may then Click the Up or Down ‚ arrows to set the exact amount of Zoom you want. |
| • | Print - Click the Print button  to Print the displayed Financial Summary Report. |
| • | Email - Click the Email button  to send the Report to an Email Address of your choosing. |
| • | To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab. |
| □ | Data View - This view provides a tabular (spreadsheet style) presentation of the selected Financial Summary Report data. |
Financial Summary Report - Data View tab
| • | Export - Exporting the data from this Data View Form (note the "fly-over" help available on these buttons): |
| • | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| • | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| • | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab. |
