The Management Reports in Clear Books are now even better than before giving you more in depth and visual overview of your accounts! You can now simplify your data by rounding it to the nearest thousand or million to make the data more digestible. If you just need to see the totals in your report – this can also be done.

As well as some key tweaks to the current report – we have created a brand new web version for all of your data options. This means that you can display all your data live within a moving table, you can also hide certain sections of the report, and add notes to help explain the data in more detail. See if your numbers have increased or decreased in the time period, easily spotting where things may need some attention.
To have a play with these new features yourself, simply log in to your account and go to Reports > Management Report

Please let us know how you get on with these and if you like the new features or not!

Posted by Tara Cooper

Tara is the Clear Books Account Management team leader who spends her time talking to Clear Books Partners and meeting them at fun events. She likes Clear Books because she gets to wear Ugg boots every day and play pool in the office on Fridays! When outside of the office she can be found in the park with her dogs or the pub with friends.

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