Category Summary

The category summary report lists all invoice information associated with a specific billing category. This includes invoice numbers, family information, and how much was charged on each invoice for that billing category. You can customize your report using the sections listed below.

How to Generate the Report

Report Configurations	Options	Description
Report Period	All Dates Custom (user defines) This Week This Month This Quarter This Year Yesterday Last Week Last Month Last Quarter Last Year	Choose which inclusive dates are needed for the category summary report. Selecting All Dates will generate the report for all dates of the session and/or reason category selected. Selecting This Year, for instance, will generate the report for billing categories since the beginning of the current year.
Category		All billing categories created for your gym will be listed here allowing you to choose which category you want to run this report for.
Payment Status	All Paid Unpaid Partially Paid	Choose the payment status you want the report to filter for. Only invoice information with the payment status you select will be pulled for the report.

Report Configurations

Options

Description

Report Period

All Dates

Custom (user defines)

This Week

This Month

This Quarter

This Year

Yesterday

Last Week

Last Month

Last Quarter

Last Year

Choose which inclusive dates are needed for the category summary report. Selecting All Dates will generate the report for all dates of the session and/or reason category selected. Selecting This Year, for instance, will generate the report for billing categories since the beginning of the current year.

How to Read the Report

Once the report is generated, the exact date and time the report is generated is shown under the report title. There is a button called More in the upper right giving options to Print the report or Download CSV for capturing the data.

The report provides the detailed data shown below.

Report Data	Detailed Data
Post Date	This column provides the post date for each invoice that is included in this category summary.
Invoice Number	The invoice number is given in this column. The number is a quick link to the invoice for easy access to the invoice details.
Family	The family's name is given in this column. The name is a quick link to the family user page for easy access to the family's details.
Line Item	This is the line item name listed on the invoice that is tied to the billing category.
Amount	This column details the exact amount for each charge in this report.
Status	The final section lists the status of each charge as Paid, Unpaid, or Partially Paid.