Entity Balance Summary Report – GuestPoint Accounts

49 - Reports - Accounts - Entity Balance Summary

Entity Balance Summary report overview screen in GuestPoint Accounts

Procedural Note 49

Reports – Accounts – Entity Balance Summary

This report will provide an account balance report for the entity you wish to view. 

Report title field with year and month selectors for the Entity Balance Summary report
      1. Modify the report title as needed and select the year and month of data you want to view.
      Type selector showing owner, supplier, pool and tenant options with entity range fields

            2.  Update the type, depending on whether you would like to view owner, supplier, pool or tenant data. Add in the range you would like to view.

      

            3. You can then choose to view, download, export as csv, or send as an email.