Customise your Management Reports content

This article explains how to add a front cover to your Management Reports and customise which individual reports are included. It also explains how to add notes to the Management Reports.

Management Reports in FreeAgent include an Executive Summary, Profit and Loss, Balance Sheet, Aged Debtors, and Aged Creditors report. However you can customise which of these reports are included in the Management Reports and add a front cover by following the steps below. You can also add notes to the Management Reports.

Customising your Management Reports content

Navigate to the 'Accounting' tab at the top of the screen and select 'Reports' from the drop-down menu.

Select ‘Management Reports’ from within the High Level section.

To customise your Management Reports, select ‘Report settings’.

You can add a front cover and select which reports to include in your Management Report.

Adding a front cover

Enter the title of the report, who they were prepared by and the date they were prepared.

Select ‘Save changes’ at the bottom of the screen to complete the process.

Selecting which reports are included in your Management Reports

In the Contents section, select the checkbox next to each report that you would like included in your Management Reports. Please note that the Executive Summary can’t be excluded.

Select ‘Save changes’ to complete the process.

Adding notes

To add notes to your Management Reports, select the ‘All notes’ tab.

Choose the report you want to add the note to using the 'Report section' drop-down menu, enter any relevant details in the ‘Note’ field and select ‘Add note’. Please note that there’s a character limit of 6000 per note added to the report.

The note will appear at the bottom of the selected report section except notes added to the 'Introduction' section, which are included at the beginning of the exported full Management Reports.

You’ll be able to see the date that each note was added, and who added it.

Editing or deleting notes

To edit the content or report section of a note previously added, select ‘Edit’ and to remove a note previously added, select ‘Delete’.