This type of report gives you an overview of your units’ operations.
– When you click on Summary in the Available List, a new window will open.
– In the Fields tab, check/uncheck the field/s that you want to receive the report about.
– In the Units tab, choose the unit/s that you want to receive the summary about; you can choose all units or specific unit/s.
– In the options section, enter the name and template type, and choose the date and time of the report.
– Set a time limitation, if needed. A Time Limitation is a time period that you want to exclude from the report.
– In the ‘Summary By’ field, choose whether you want to receive your summary in days, weeks, or months.
– Click Save to add the Summary Report.