Income and Expense Reports

The following table defines the full range of Income and Expense reports available in Top Producer 8i, a description of each report, and the locations from which the report can be produced.

 

Report Name

Produce From

Report description

Overview Report

The Income and Expenses Tracker Folder

Shows totals for each income category, each expense category, as well as the total income, total expenses, and net income for a selected folder within a specified date range.

Summary Report

As above.

More detailed than the Overview report. It summarizes the total income, total expenses, and net income for each of the sub-categories within the income and expense categories; and the total income, total expenses, and net income overall for a specified date range.

Detailed Report

As above.

Shows all the items in each category and sub-category, as well as the total income, total expenses, and net income for each category in the selected folder.

Month to Month Net Income Report

As above.

Shows the income, expenses, and net income for each month in the selected date range, as well as the overall total income, total expenses, and net income.