Quick Tips










Vision Computer Programming Services, Inc.
Better Software...Better Price!

QUICK TIPS
Annual Payment Summary - Report

  1. Click on Reports

  2. Click the Financial tab

  3. Click on the Annual Payment Summary Report

  4. On the Universal Selection Engine – choose the people that you want to show on the report.

    1. Enrolled at least one day between a date range is selecting “Registered Members” for that time frame

    2. Attended Any Activity at least 1 day is selecting anyone who had attendance recorded for any activity in the time frame

  5. Click Continue

  6. Choose the month and year for 12 Month period ending

  7. Choose All or specific Accounts

  8. Choose All or specific Methods of Payments

  9. Choose to show or not Primary Contact Name

  10. Choose to show or not the members phone

  11. Click Preview

 


This is an excellent report to provide parents at the end of the year for tax purposes

 


Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com 
Web Page: www.visioncps.com

Contents Copyright ©2010 Vision Computer Programming Services, Inc.