<< Click to Display Table of Contents >> Navigation:  Report Central > Financials > System Financial Summary Report

1. To view the System Financial Summary Report, click on the Reports Central module and choose System Financial Summary Report.

 

 

2. In the Acct. Date From box, enter the date from which the details should be displayed. Similarly in the To box, enter the date up to which details should be displayed.

3. Click in the Legal Entity box and choose your legal entity from the list.

4. From the Provider box select the required provider or choose ALL.

5. To generate the report for the start of the year to date, choose the Year-To-Date option.

6. After entering all the necessary parameters, click the Search button. The System Financial Summary Report will be displayed as shown in the image above.

7. Options are provided to view or print this report in PDF and Microsoft Excel format.

(i) Clicking on the excel icon will open this report in Excel.

(ii) Clicking the pdf icon will open this report in pdf format.