A Management Summary Report is a summarized document that provides critical information about your company’s operations. Follow these steps to generate this report:
Step 1: Open the Cash-Up Screen
- Click on the Cash Ups button to access the cash-up screen.
Step 2: Select the Desired Period
- Click on Totals for Date Combine drawers Button.
- Select the desired Day, Period or Month to have a look at
Step 3: Generate the Report
- Click on Management Summary Report. This will show the period selected’ s information
- Click on Print to generate a A4 copy on screen.
Result:
- You will receive a Management Summary Report summarizing key operational information for the selected period.
Additional Options:
- This report can also be configured to send daily during cash-up to the registered email address on the account.
By following these steps, you can quickly access vital information about your business operations in a concise and efficient format.
