Category Summary Report
This report will give a one page summary for each client by transaction code category for the time frame selected.
NAVIGATION: REPORTS menu > Other Reports > Category Summary
- In the CLIENT NUMBER field, type the client number or use the magnifying glass to browse and select the client. Leave blank for ALL CLIENTS.
- Enter the start date and end date in the DATE INFORMATION section.
- Select the CLIENT TYPE - All Clients, Rep Payee, Non Rep Payee
- Select the SORT ORDER - client name OR client number
- Select the STATUS - active/inactive
- If you want to include inactive clients in the report, check the INCLUDE INACTIVE CLIENTS field. The report will always include active clients.
- Place a check mark in the NOTIFY box and click the RUN REPORT icon.
- Preview, print, or save the report (see Report Preview, Print and Save Options)
For this report to process properly, a CATEGORY needs selected when setting up a transaction code. Review Transaction Code Master
12/2023