• Partner and Manager Summary Report
  • Modifying Issue Text
  • Document menu
  • Partner and Manager Summary Report - Overview
  • Partner and Manager Summary Report Sections
  • Configuring a partner and manager summary report
  • Creating a partner and manager summary report
  • Generating a partner and manager summary report

Configuring a partner and manager summary report

To configure a partner and manager summary report:

1. Open the relevant partner and manager summary report.

2. Click to configure the report.

   

3. In each section area, from the drop-down list, select the type of section to include.

   

4. If Financial Statement Area or Other Issues is set as the section setting, select, from the drop-down list, the type of issues to be included.

   

5. Change the name of the section by typing in the desired title in the New Section Title area.

6. Make the desired checkbox selections for sections to include in the report.

7. To add additional sections, click . Or, from the Document menu or right-click menu, select Add New Section.

   

8. To sort sections to an alternative order, click . Or, from the Document menu or right-click menu, select Sort Sections.

9. To delete sections from the report, click beside each section.

10. When complete, click to generate the report.

Results

The Partner and Manager Summary report is now configured. You can lock configurations by clicking or, from the Document menu, select Lock/Unlock Settings.

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