The Account Summary tool can be used to quickly generate a full report of the client's sessions and charges within a date range specified by you. Account Summaries and Session Summaries are created client by client, but they will include multiple attendee sessions.
To generate an Account or Session Summary, go to a Client Profile under Clients, then select Client Summary from Actions section on the left.
You will now be presented with a preview of the Account Summary. You can modify the date range and type of summary (Account Summary or Session Summary) from the option on the left hand side.
By selecting Next, you will be presented options to email, print, or download this document as needed.