Reports summary

Reports summary only shows unlocked reports.

 

To see the Reports summary:

• Click Administration > Reports summary

 

Editing the Reports summary

To edit the Reports summary:

• Click Administration > Reports summary
• Click the line to be edited
• The Reports summary can also be edited within a report in Reports summary data

 

The following fields are available. The data source shows where within the report the data is from.

 

Field	Data source
Entity name	Home > Entity setup
Report title	Report options cog
Period	Report options > Setup
Version	Report options > Setup
Person responsible	Report options > Summary
Reviewer	Report options > Summary
Trial Balance(s) received	Report options > Summary
Disclosure Document(s) received	Report options > Summary
Next draft is due	Report options > Summary
Comments	Report options > Summary