How do I customise management reports?

[Kass_B - Product Champion]

I want to customise my management report, like the Special Purpose Financial Report and Company Overview report. How can I do this?

[Kass_B - Product Champion · Accepted solution]

A Management report is made up of a group of individual custom reports. The first step is to run and customise the individual reports you require, then you can add them to the management report.  In this example, let's say you want your management report to display a Profit and Loss, customised to the last financial year, split into Fiscal Quarters columns and on a Cash basis:

1. Select the Reports tab, then Profit and Loss.
2. Select the date range for the last financial year, select Cash basis for the Accounting method, and select Display columns by Fiscal Quarters, then Run Report.
3. Select Save customisation. Give the report a name, add to a group or share if required, and Save.

Now that you have saved the report you want, you can add it to the Management report:

1. Select the Reports tab, then Management reports.
2. Using the drop-down arrow to the right of the management report you want to change, select Edit.
3. Select the Reports option on the left. Use the Add new report button to add your custom reports, and the pencil icon to edit or remove existing reports.
4. You can also navigate between the Cover page, Table of contents, Preliminary notes and End notes using the options on the left. You will be able to click into each section to add in your own notes, information and so on. 
5. Use the Print or Preview option at the bottom of the page at any time to view the whole report. Once you are satisfied with the customisation, you can Save, Save and Close, Send, Export and so on using the options on the bottom right.

Using the above steps, you can now create and save any custom reports required to add to the management report.

-Kass