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Create a report
In Engagement Manager, you can create a report and save it to the
Workpapers
tab. If you are working in a parent consolidated engagement, you can also create a report from a child engagement and save it directly to the parent.Follow these steps to create a report in Engagement Manager.
note
- The Export option creates a Microsoft Excel file that isn't linked to Engagement Manager data.
- You can save a report as a report file in the engagement to view or edit the report in the Workpapers tab.
- You can save a report as an Excel or PDF workpaper in the engagement. Saved PDF reports are static not linked to Engagement Manager data, but you can refresh the data in an Excel workpaper.
tip
Engagement Manager deletes notes when an engagement is finalized. Use the Notes report type to create a permanent record of notes from an engagement.
- Select an engagement in Engagement Manager.
- Select theWorkpaperstab, thenCreate report
. - If you are working in a parent consolidated engagement, select a child engagement from the list, then selectNext.noteThe list displays all available child engagements based on your consolidation hierarchy. The report will be saved to the parent engagement even though it is created from a child engagement.
- Select aReport Type, thenNext.
- Select the options you want to use for the report, thenCreate report.The report opens in a new tab. You can change the options, refresh, save, print, or export the report.
This article applies to:
- Product: Engagement Manager
- Subject: Reports