How to create a report and manage it

Creating a report

1. Open the "Reports" section in the left menu;
2. Click the "New report" button;
3. Fill in the form and save it.

The form has three fields:

• Start date and End date (required) — the end of the period can't be earlier than the start. The PDF report heading shows the month and year of the end of the period, so choose calendar-month boundaries, for example from October 1 to October 31;
• Submission date at (optional) — printed in the report's signature. If left empty, the PDF leaves room to write the date by hand.

The number is assigned automatically. After saving, the system selects the Contracts for the period (see the article "Monthly reports: what they are and how they are formed").

The report page

Open a report from the list to see the period, the number of included Contracts with their total amount, the PDF file and the submission date.

Editing

Click "Edit" in the list or on the report page. When you save, the set of Contracts is recalculated: this is how a new Contract added after the report was created gets into it — open the report, click "Edit" and just save. After editing, don't forget to generate the PDF again.

Deleting

Choose "Delete" and confirm the action. The Contracts of the deleted report are marked again as not included in it. The Contracts themselves are not deleted.