-- Firm Author Help --
-- How Do I? --

Creating a Partner and Manager Summary Report

As the firm author, you can create reports with different options or reports to be generated by your users at different times during the engagement. For example, a report can be generated after the planning stage and another near the end of the audit. You can also create additional partner and manager summary reports to show different sections of the report, such as Materiality only. Once generated, the contents of the Partner and Manager Summary Report will not change unless the user regenerates the report

  1. From the Document Manager, open the New Master Documents folder.

  2. Right-click the NPMSD Partner and manager summary document and select Copy.

  3. Right-click the Completion Documents folder and select Paste.

  4. Right-click the new document and select Properties.

  5. Change the document Number and Name in the General tab and click OK.

  6. Open the new document and Configure as required.

  7. Click or from the Document menu, select Generate.   

This online help system applies to all CaseWare Audit, Review, and Compilation products. Not all features are available in all products.