Report Manager - Usual Year End Report

To run a report to showing the Usual Year Ends please follow the below instructions: 

Before running your report, is it important that you have entered the Usual Year End information in the either of the below locations:

• The Company Information section of the client record

• Business section of the client record       

To create and run the report please do the following:

1. Go to Practice Manager > Report Manager
2. Select New Report
3. Choose the options as shown below and click Select

4. Give your report a name and description. 
5. Under Client Selection, select the option Advanced Client Selection. 
6. Next select Data Mine. 
7. Within the Data Mine, select Add Condition and please select the following conditions:

• Client Type - this will be located under Client Information. From the drop-down menu select the type of client you wish to pull information for. 
• Usual Year End - this will be located under Client Information > Business Information. From the drop-down menu select the option Within (a month) and then select the relevant month. 

8. You can save the data mine by selecting Save and Run. If you do not wish to save, select Run Only. 
9. Within Report Customisation, select the option Usual Year End day/month (client or business 1). Then select any other headings you want included on the report. 
10. You can adjust the order of the Columns by selecting the column you wish to move and using the blue arrows to move them up or down. 

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11. Once you are happy with the selection, select Continue, Finish and Save. The report will now run. 
12. You can export your Report to Word/Excel/PDF by selecting the Export Report button. 

If you wish to run this report for another year end, please do the following:

1. Go to Practice Manager > Report Manager

2. Select the Usual Year End report previously created, and select the option to Duplicate. ​
3. You will then be prompted to name the report. We would recommend naming the report by the month you are running the report on, for example Usual Year End March. 
4. The new report will now appear on the table with the other reports. 
5. Select the report and select Edit Report.
6. You will then need to go to Client Selection > Data Mine. Within the data mine please change the month to the desired month. 

7. You can then select either, Run Only, which will not save the Data Mine, or Save and Run, which will save the Data Mine. 
8. The continue through the report and then run the report.