The Bank Account Summary report provides a comprehensive overview of a bank account's financial activity over a specific period of time. This guide will walk you through the steps to create a new Bank Account Summary in Manager.io.
Access the Reports Tab
From the Manager.io dashboard, navigate to the left-hand menu and click on the Reports tab.
Select Bank Account Summary
In the list of available reports, find and click on Bank Account Summary.
Create a New Report
Click on the New Report button to initiate the creation of a new Bank Account Summary.
Customize Report Parameters
(Note: Customize the report parameters as needed. Since specific customization instructions are not provided, refer to your usual practices or additional documentation.)
Generate the Report
After setting your desired parameters, generate the report to view the bank account's financial activity over your selected period.
By following these steps, you can create a detailed Bank Account Summary to monitor and analyze your bank transactions within Manager.io. Use this report to gain insights into your financial activities and make informed decisions.