Managerial Reports are not mandatory and for internal use only. These reports are focused on specific
areas of your business. 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 in excel format.
Generating Managerial Reports
To do this,
- Go to the Reports tab and select Managerial Reports.
- Here, you may select the report and category of the report you want to generate.
Click a category and you will be redirected to the listing page where 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 select from the dropdown and select a
You may also use the FIlter option to display a specified report you wish to view.