Display or Customize a Management Report

Before you perform this task

To modify a management report:

  1. In the Home window open the Reports menu, select Management Reports, and then the desired module.
  2. Select a management report.
  3. (Optional) Click Customize Form to open the report in Crystal Reports. Make your changes to the report and then save.
  4. If the Show report as at option is available, select the end date for the report.
  5. Click OK to display the report in the Crystal Reports viewer.
  6. Click Print to print the report.
  7. When you are finished with the report, close Crystal Reports to return to Sage Simply Accounting.

What do you want to do?