Build Reports And Client Report Packages

Use this guide when you need to run reports and build a client package.

Run Core Reports

Start with the financial statements needed for the period. Choose the report tab, set the period, then export or customize the view.

Run The AJE Report

Use the AJE report when adjusted journal entries need to be reviewed or exported with the package.

Build Custom Detail

Use Custom Reports when the standard report set is not enough.

Package The Reports

Use Client Reports to create or run the report package.

Check Before You Leave

The package should be clear enough to send or review without reopening every module.