Create a report

Follow these steps to create a report in Engagement Manager.
  1. Select an engagement in Engagement Manager.
  2. Select the
    Workpapers
    tab, then
    Create report
    .
  3. Select a
    Report Type
    , then
    Next
    .
  4. Select the options you want to use for the report, then
    Create report
    .
    The report opens in a new tab. You can change the options, refresh, save, print, or export the report.
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