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  3. Report

Lineitem Summary

PreviousTrial BalanceNextReconciliation Report

Last updated 11 months ago

The Line Item Summary Report in Cargo Books provides a detailed breakdown of individual transactions and their components within a specified period.

To View this report

  1. Navigate to the left sidebar and click on Reports.

  2. Under the Business Overview section, select Lineitem Summary.

  3. Choose the desired date range by selecting the start and end dates in the Dates between fields

  4. Click Run Report.

  • You can click any account to view its drill-down summary.

  • You have the option to export the report in CSV, Excel, or PDF formats for convenient offline access.