> ## Documentation Index
> Fetch the complete documentation index at: https://support.rotapad.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Monthly Summaries

> Create a monthly summary for each customer and send it

**Monthly Summaries** gives you one summary per customer for a month. Use it to check totals and send them out.

<Frame>
  <img src="https://mintcdn.com/rotapad/nuAQ9nKZ_9Tb-hDv/images/monthly-summaries-wireframe.svg?fit=max&auto=format&n=nuAQ9nKZ_9Tb-hDv&q=85&s=9c1f6f43d551d37b422ad9316be8a820" alt="Monthly Summaries page with a month selector, download and email buttons and a table of customers with totals" width="1200" height="720" data-path="images/monthly-summaries-wireframe.svg" />
</Frame>

## Choose a month

Use the month selector at the top of the page to choose the month, for example **October 2026**.

## Read the summary table

Each row is one customer and shows:

* **Customer** - The customer name
* **Homes** - Number of homes included
* **Shifts** - Number of shifts in the month
* **Hours** - Total hours
* **Total** - Total amount due
* **Status** - **Ready** or **Pending**

## Download or send

* Select **Download PDF** or **Download Excel** to save the summaries.
* Select **Send by email** to email the summaries to the customers.

<Note>
  Only send summaries once their status shows **Ready**.
</Note>


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