Managerial Reports are not mandatory and for internal use only. These reports focused merely on the
areas of your business. By areas means the things that make your business run. Having these reports
will help your business identify areas to improve upon.
Managerial reports in Thumbtax are composed of Sales, Purchases and Expenses through which are categorized
by their components. The reports can be generated through excel format.
Generating Managerial Reports
To do this,
- Go to the Reports tab and select Managerial Reports.
- Here, you may select what particular report and category of report you want to generate.
Once you click, you will be redirected to another page, here you can view the fetched data of the report
you have chosen.
- To download the excel file of the report, click .
If you want to change the category of the report, you may click the dropdown and select a
You may also use the FIlter option to display a specified report you wish to view.