Entity Account Summary Report – GuestPoint

50 - Reports - Accounts - Entity Account Summary

Entity Account Summary report screen in GuestPoint

Procedural Note 50                   

Reports – Accounts – Entity Account Summary

This report provides a summary of the transactions for entity you would like to view.

      1. Modify the report title as needed and select the year and month of data you want to view.

       Report title field with year and month selectors for the Entity Account Summary report

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

      Entity type dropdown showing options for Business, Owner, Supplier, Pool, Tenant and Unallocated, with range fields


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

            Report action bar with View, Download, Export as CSV and Send as Email buttons

            4. You can also print and/or save once you have opened the report (by pressing view).


            Opened Entity Account Summary report showing print and save options