Report Manager Client Management Reports
Master Account RMR Roll-Forward Report*
The Master Account RMR Roll-Forward Report* is designed to print Active Recurring amounts for subaccount recurring lines totaled by Master Account over a 12-month period of time. When selecting the date range for the report, this will be the ending month/year for the report. The report will print amounts for the month/year selected along with the previous 11 months.
Once the desired options have been selected, press the OK button to display the report in print preview mode.
Report Selections
Date Range - Select the ending month/year for the report from the drop-down list.
Sort By - The report default is to sort by Customer Number. Other sorting options available are Customer Name and Ending RMR Balance.
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