Create a report

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.
  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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