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 |