OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Creating & Printing Custom Reports
Chapter 13 Creating & Printing Reports & Statements
Select a date range from which to calculate commissions:
Select a range from the Span drop down menu and use the left and right
arrows to advance the time period.
OR
Enter beginning and ending dates in the date range fields.
If you selected the Production Report - Period Comparison, select a period from
the Comparison Period drop-down menu.
To load previously saved report settings, click Load and skip to step 16.
Note
Previously saved report settings do not affect the selection dates.
Refine the report results by selecting the report options, as needed:
a. Click the Report Options tab.
b. To include product fees on the report, select the Include Fees check box
and select the check boxes that correspond to the types of fees you want
to include.
c. To include the actual charges on the report, select the Include Receipts
check box and select the check boxes that correspond to the types of
receipts you want to include.
d. To include product fees on the report, select the Include Applied
Payments check box and select the check boxes that correspond to the
types of payments you want to include.
e. Select the Apply Adjustments and Applied Payments to Fee Slip
Location check box to report adjustments and payments by fee slip
location. For example, if a payment or adjustment is recorded in
568 OfficeMate Home Office User’s Guide