The purpose of creating a Summary Report is to view or print out a report of the totals of all documents related to the person you are searching for.

To view a Summary Report, you must first navigate to the Client Data screen (Figure 1) and select the company you are looking up.  Then simply click the Summarize button and results will be displayed in a printable report (Figure 2).

Figure 1: Client Data screen.

Figure 2:  Summary Report View