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How to Run Monthly Reports

Note: All pages below are subject to having relevant Roles and Permissions.


Select the Cumulative Expenses Analysis report from Reports, Finance section

Choose your Parameters and select Preview

Example Below

All reports can be either printed or exported

Trial Balance

Select the Trial balance report (either by Income and Expenditure or Ledger Code depending on what you need to see)

Select your Parameters and Preview

Example below

System Checks

This report can be useful for your monthly checks in preparation for your end – select System Checks from the Reports section

Select your Parameters and Preview

Example below

Schedule Reports

Reports can also be scheduled – Select Schedule within the report

Choose whether you want to Export, Email or send to My Reports

Complete the details in including the format

Select the frequency you want to send it

Select Done

Emailed reports will go straight to the sender, exported reports will show in My Documents

To view an item right click on the icon and select View.

For My reports go into your Profile and My Reports

Again, to see the Report, right click on the icon and View.

You will receive a Notification in the bell on the top right when these are ready.

Updated on October 22, 2021

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