Configuring Headers and Footers for MMR

Firm authors can create a custom header and footer to appear in their Monthly Management Report.

Customizing Headers

Procedure

  1. Open the Header and Footers firm library document.

  2. In the Firm Library document, from the Home tab, in the Content group, click Add New Firm Content.

  3. The Select the base content dialog appears. Select and add Monthly Management Header.
  4. Edit the applicable header text. The header consist of the company name, the logo(on the first page) , the name of the report, the period and entity.

Customizing Footers

Procedure

  1. Open the Header and Footers firm library document.

  2. In the Firm Library document, from the Home tab, in the Content group, click Add New Firm Content.

  3. The Select the base content dialog appears. Select and add Monthly Management Footer.
  4. Double-click the page number to open the Page Number dialog. For more information, see Add page numbers.