Welcome to this quick guide on How to Create Management Reports. This guide will walk you through the essential steps. To create a Management Report you can click on this link. Alternatively you can also follow the navigation as shown below.
Management Reports
Navigation: Accounts Production > Client Specific > Reports > Management Accounts
Firstly, navigate to the Accounts Production module and ensure that a trial balance has been imported or created from the Tasks section. This will act as the base for generating the financial statements.
Next, select +Add New Report. A pop will appear where you can enter the required details.
Fill in the basic details and select Generate. A preview of the report will then appear.
Once you are happy with the preview, select Save Report. The report will then be added to the list of reports.
If you select Report Settings, a prompt will appear where you can edit the options related to the Management Reports.