{"id":31675,"date":"2026-08-24T12:49:05","date_gmt":"2026-08-24T12:49:05","guid":{"rendered":"https:\/\/synder.com\/help\/?p=31675"},"modified":"2026-08-24T12:53:48","modified_gmt":"2026-08-24T12:53:48","slug":"how-to-manually-generate-a-summary-in-summary-sync","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/how-to-manually-generate-a-summary-in-summary-sync\/","title":{"rendered":"How to Manually Generate a Summary in Summary Sync"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">In <strong>Summary Sync<\/strong>, Synder normally builds summaries automatically based on your chosen summary period \u2014 <strong>daily<\/strong>, <strong>weekly<\/strong>, <strong>monthly<\/strong>, or <strong>per payout<\/strong>. However, Synder also lets you <strong>manually generate a summary<\/strong> for a specific date range whenever you need one, without changing your overall setup.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This guide explains when to use manual generation and walks you through the full flow. Use this guide to understand:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>When<\/strong> to manually generate a summary<\/li><li><strong>How<\/strong> to generate, review, save, and sync one<\/li><li><strong>What to watch for<\/strong> so you avoid duplicate or missing data<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">When to manually generate a summary<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Your automatic summary period covers most situations. Still, a few cases call for a manual summary:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>You need a different period for one stretch of time.<\/strong> For example, you reconcile a specific range for an audit or you have a non-standard accounting period. Generate that one summary manually and keep your daily or monthly setup untouched.<\/li><li><strong>You accidentally deleted an automatically generated summary.<\/strong> Deleted summaries do <strong>not<\/strong> come back on their own. To restore the data, generate a new summary manually for the same period.<\/li><li><strong>Transactions are stuck or failed in the original summary.<\/strong> When transactions get stuck in the initial summary, generating a fresh summary for that period can help them proceed and reach your books.<\/li><li><strong>You switched aggregation modes and left a gap.<\/strong> Changing modes (for example, Daily to Monthly) can leave a stretch of days without an automatic summary. Generate that gap manually so no data is missed. See <a href=\"https:\/\/synder.com\/help\/daily-summary-aggregating-data-daily-or-per-payout\/\">Summary Sync: Aggregating Data by Day, Payout, Month, or Custom Periods<\/a> for the full mode-switch logic.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Before you start<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li>A manual summary can cover a period of <strong>up to 31 days<\/strong>. For longer stretches, generate several summaries.<\/li><li><strong>Per-payout summaries cannot be generated manually.<\/strong> Because per-payout aggregation gathers transactions by the payout they belong to, it is a more complex process. If you need help with a payout period, contact Synder support.<\/li><li>Check whether a summary already exists for the dates you plan to cover. Overlapping ranges can record the same transactions twice, so review first to keep your books clean.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">How to manually generate a summary<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Step 1.<\/strong> Open the <strong>Summaries<\/strong> list from the left-side menu, then click <strong>Generate summary<\/strong> in the top-right corner.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"890\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-01-generate-button.jpg\" alt=\"Generate summary button on the Summaries list in Synder Summary Sync\" class=\"wp-image-31671\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-01-generate-button.jpg 1280w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-01-generate-button-300x209.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-01-generate-button-1024x712.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-01-generate-button-768x534.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-01-generate-button-1080x751.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-01-generate-button-60x42.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-01-generate-button-150x104.jpg 150w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Step 2.<\/strong> In the <strong>Summary preview<\/strong> window, select the <strong>integration<\/strong> you want the summary for. Next, set the <strong>date range<\/strong> using the <strong>From<\/strong> and <strong>To<\/strong> fields. Finally, click <strong>Generate<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"455\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-02-daterange-generate.jpg\" alt=\"Selecting the integration and custom date range in the Summary preview before generating a summary manually\" class=\"wp-image-31672\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-02-daterange-generate.jpg 1280w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-02-daterange-generate-300x107.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-02-daterange-generate-1024x364.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-02-daterange-generate-768x273.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-02-daterange-generate-1080x384.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-02-daterange-generate-60x21.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-02-daterange-generate-150x53.jpg 150w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Step 3.<\/strong> Synder builds a preview of the <strong>summary lines<\/strong> for that period, grouped by debit and credit. Review the numbers to confirm they look right. When you are satisfied, click <strong>Save to summaries<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"606\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-03-save-to-summaries.jpg\" alt=\"Save to summaries button in the Summary preview after reviewing the summary lines\" class=\"wp-image-31673\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-03-save-to-summaries.jpg 1280w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-03-save-to-summaries-300x142.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-03-save-to-summaries-1024x485.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-03-save-to-summaries-768x364.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-03-save-to-summaries-1080x511.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-03-save-to-summaries-60x28.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-03-save-to-summaries-150x71.jpg 150w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Step 4.<\/strong> The summary is now saved and appears in your Summaries list. A manually generated summary stays in <strong>Ready to sync<\/strong> status until you sync it. To post it to your books, click <strong>Sync<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"773\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-04-ready-to-sync.jpg\" alt=\"Manually generated summary showing Fully fetched and Ready to sync statuses with the Sync button\" class=\"wp-image-31674\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-04-ready-to-sync.jpg 1280w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-04-ready-to-sync-300x181.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-04-ready-to-sync-1024x618.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-04-ready-to-sync-768x464.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-04-ready-to-sync-1080x652.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-04-ready-to-sync-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/08\/summary-04-ready-to-sync-150x91.jpg 150w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">From the saved summary you can also use <strong>Refresh<\/strong> to re-check for late transactions, <strong>Rebuild<\/strong> to reconstruct the summary from scratch, or <strong>Sync<\/strong> to record it in your accounting platform.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Understanding the statuses<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Each summary shows a <strong>completeness status<\/strong> and a <strong>sync status<\/strong> so you always know where it stands:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Fetching \/ Not ready<\/strong> \u2014 Synder is still collecting transactions for the period, so the summary is not ready yet.<\/li><li><strong>Fully fetched<\/strong> \u2014 all transactions for the period have been collected.<\/li><li><strong>Ready to sync<\/strong> \u2014 the summary is complete and waiting for you to sync it to your books.<\/li><li><strong>Synced<\/strong> \u2014 the summary has been posted to your accounting platform.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Important notes<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Avoid duplicates.<\/strong> If a manual summary overlaps a period that already has a summary, the same transactions can land in two summaries. To check, download the <strong>Register report<\/strong> from <strong>Summaries \u2192 Register<\/strong> and review the <strong>Summary ID<\/strong> column: one Summary ID per transaction is correct, two means a duplicate, and none means the transaction is not recorded anywhere. Delete or regenerate summaries as needed to fix discrepancies.<\/li><li><strong>Late transactions are handled automatically.<\/strong> When new transactions arrive for a period that was already synced, Synder usually creates a <strong>Sync Adjustment<\/strong> containing only the new transactions \u2014 you do not need to regenerate the whole summary for that. Manual generation is for structural fixes like the cases above, not routine late arrivals.<\/li><li><strong>You control automatic creation.<\/strong> If you want to stop Synder from creating automatic summaries entirely and manage periods yourself, set the integration&#8217;s summary aggregation mode to <strong>None<\/strong>.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Related guides<\/h2>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/synder.com\/help\/daily-summary-aggregating-data-daily-or-per-payout\/\">Summary Sync: Aggregating Data by Day, Payout, Month, or Custom Periods<\/a><\/li><li><a href=\"https:\/\/synder.com\/help\/how-summary-sync-works\/\">How Summary Sync Works: User Guide<\/a><\/li><li><a href=\"https:\/\/synder.com\/help\/transaction-reconciliation-for-summary-sync-validate-your-data-before-you-sync\/\">Summary Sync Transaction Reconciliation: Verify Your Data Before You Sync<\/a><\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">What is the maximum date range for a manual summary?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Each manual summary can cover <strong>up to 31 days<\/strong>. For a longer period, generate several summaries back to back.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can I get back a summary I deleted?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Not automatically. A deleted summary does not return on its own, so you need to <strong>manually generate a summary<\/strong> for that same period to restore the data.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can I generate a per-payout summary manually?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">No. Per-payout summaries are built by matching transactions to their payout and cannot be generated manually. Contact Synder support if you need help with a payout period.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Do I still need to sync a manual summary?<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Yes. A manually generated summary stays in <strong>Ready to sync<\/strong> status until you sync it, unless auto-sync posts it for you. Click <strong>Sync<\/strong> to record it in your books.<\/p>\n\n","protected":false},"excerpt":{"rendered":"<p>In Summary Sync, Synder normally builds summaries automatically based on your chosen summary period \u2014 daily, weekly, monthly, or per payout. However, Synder also lets you manually generate a summary for a specific date range whenever you need one, without changing your overall setup. This guide explains when to use manual generation and walks you [&hellip;]<\/p>\n","protected":false},"author":2320,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":"","_ppma_block_editor_authors":""},"categories":[2,359,376,378],"tags":[],"ppma_author":[471],"class_list":["post-31675","post","type-post","status-publish","format-standard","hentry","category-get-started","category-choose-sync-mode","category-transaction-recording-summary","category-sales"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Manually Generate a Summary in Summary Sync<\/title>\n<meta name=\"description\" content=\"Learn how to manually generate a summary in 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href=\"https:\/\/synder.com\/help\/category\/get-started\/\" class=\"advgb-post-tax-term\">Getting Started<\/a>","<a href=\"https:\/\/synder.com\/help\/category\/get-started\/choose-sync-mode\/\" class=\"advgb-post-tax-term\">Choose Sync Mode<\/a>","<a href=\"https:\/\/synder.com\/help\/category\/transaction-recording-summary\/\" class=\"advgb-post-tax-term\">Transaction Recording: Summary<\/a>","<a href=\"https:\/\/synder.com\/help\/category\/transaction-recording-summary\/sales\/\" class=\"advgb-post-tax-term\">Sales<\/a>"],"unlinked":["<span class=\"advgb-post-tax-term\">Getting Started<\/span>","<span class=\"advgb-post-tax-term\">Choose Sync Mode<\/span>","<span class=\"advgb-post-tax-term\">Transaction Recording: Summary<\/span>","<span class=\"advgb-post-tax-term\">Sales<\/span>"]}},"comment_count":"0","relative_dates":{"created":"Posted 3 months ago","modified":"Updated 3 months ago"},"absolute_dates":{"created":"Posted on August 24, 2026","modified":"Updated on August 24, 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