How to use the management report

Modified on Thu, 2 Sep, 2021 at 4:10 PM

The management report brings together data from all areas of your accounting in a helpful and easy to read format that can be generated in a web view or exported to PDF or HTML formats. 


The management report can be generated by going to Reports > Management report.



The management report allows you to generate many different kinds of reports including the Profit and Loss and Balance sheet.



Advanced options also allow for the generation of specific date ranges.




Using the management report allows you to rapidly obtain information on the status of your company and gain real insight into it's performance and health. This also includes an executive summary shown below. 



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