1. To run this summary, open an event record.
  2. In the event record, go to the View menu and select Summaries, then Financial Summary.
  3. Select desired filters and run.
  4. At the bottom of the summary, there is an income summary calculated as follows from the Registration Fees tab of a Participant record:
  • Total Amount: This is based on the Gift Amount (registration fee amount).
  • Total Paid: This is based on the information in the Amount Paid field.
  • Balance: This is the Total Amount minus Total Paid. (If Amount Paid is blank, then it's assumed to be $0.)