Overview

Report #5 summarizes activity at the umbrella category level, providing totals for grouped categories across a chosen date range.

Steps

1. From the Main Menu, go to Reports > View All.
2. In the Category Reports column, select Report #5 – Overview Umbrella Category Summary.
3. Enter the umbrella category and date range.
4. Click Generate to view the report.

Outcome

A high-level summary appears, grouped by umbrella category.