Management Reports - Table of Contents
under review
C
Christin Boecker
There is a bug in the Management reports where the table of contents just has the business name instead of the report name. Then I tried the new management reports and they are really bad. It took so long to try to create a new report with four reports inside. I had to type out the table of contents and it still doesn't show page numbers and it isn't clickable anymore. Also, the column sizes are too small and I can't read most of the accounts and it doesn't go to the next line like the old reports. The profit and loss detail used to automatically go to landscape and the new one just makes it fit in portrait. I also do not like the new design. You can't even do something similar to the old one? It is very much a downgrade - please fix these bugs!
D
Diana
I agree. The previous management reports were much better. Each page included the header and footer, which made the report look organized and professional.
With the new format, if the Profit & Loss statement spans three pages, only the first page has the proper header and footer. The remaining pages look incomplete. The same issue occurs with the Balance Sheet whenever it extends beyond a single page.
As it stands, I can't present or distribute this report because it doesn't look professional. Please update the report so that the header and footer appear on every page, as they did in the previous version.
For a professional multi-page Profit & Loss (P&L) or Balance Sheet report, the header should appear on every page and typically includes the key identifying information. A common format is:
Header:
Company Name
Profit & Loss Statement (or Statement of Income)
Reporting Period (e.g., For the Month Ended July 31, 2026 or Year-to-Date Ending July 31, 2026)
Department, Division, or Location (if applicable)
For example:
ABC Company Ltd.
Profit & Loss Statement
For the Month Ended July 31, 2026
Or, if reporting by department:
ABC Company Ltd.
Profit & Loss Statement – Operations Division
For the Month Ended July 31, 2026
The status was updated to
under review