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 |
Reports > Options > Settings |
Report title |
Reports > Options > Settings |
Period |
Reports > Options > Settings |
Version |
Reports > Options > Settings |
Person responsible |
Reports > Summary |
Reviewer |
Reports > Summary |
Trial Balance(s) received |
Reports > Summary |
Disclosure Document(s) received |
Reports > Summary |
Next draft is due |
Reports > Summary |
Comments |
Reports > Summary |