Custom Management Report

The Custom management report provides a combined view of balance sheet and income statement accounts to get a broad view of your organization. It gives you flexibility in reporting financial information by combining balances across an entire chart template.

To access this report, select Reports. On the Reports page, select Add. In the Type field, search for and select the report you want to create. For more information, see Add a Report.

After you generate the report, print it directly from the PDF, Excel, or Word file.