Creating an Account Summary

From the accounts spreadsheet

1. Select the transactional account by clicking in the check box to the left of account name.

2. From the Action menu, point to Reports, then click Account Summary. The Account Statement Options dialog box opens.

3. Click the Report end date arrow to select the end date for the report. (You will be offered up to three different end dates to choose from: Last month end, Last quarter end, and Previous month end. Select one.)

4. Click OK. Adobe Acrobat opens and the Account Summary is generated.

From within a transactional account

1. From the Reports menu, click Account Summary. The Account Summary Options dialog box opens.

2. Click the Report end date arrow to select the end date for the report. (You will be offered up to three different end dates to choose from: Last month end, Last quarter end, and Previous month end. Select one.)

3. Click OK. Adobe Acrobat opens and the Account Summary is generated.

Account Summary Definitions