SnapShot Report

With Pocket Ledger's Snapshot report, you can get a quick look at your income and expenses for a given period.

To run the Snap Shot report:

1. Select Reports > Pocket Ledger > Income/Expense Balances > SnapShot to open the Income/Expense SnapShot Report window.

2. Select the report criteria:

• Base Expenses On - base expenses on the Ledger Entry Date, Ledger Post Date, or Course Begin Date.
• Payment Status - include all expenses, only paid expenses, or unpaid expenses.
• Base Income On - base income on Payment Date, Registration Entry Date, or Course Begin Date.
• Optional Course Code - you can include data from only one course by entering the Course code in this field.
• Date Range - enter the range of dates for the period you want to review.

3. Click the OK button to run the report.  The Summary report will show you how many individuals were registered in that time period, how many payments were made, the total income and expenses, and your net income.

Note:  This report is meant to give you a quick income synopsis for the given period.  If you need more detail, run the regular Pocket Ledger reports.