Management Reports: A Vital Tool to Keep Your Team on Track

Management reports are an important tool designed to provide a list of all transactions, as well as summary information, for a specific period of time. Access to these reports is automatically given to the person in your department who is listed as the individual responsible for each org, activity or project.

Reviewing these reports at least once a month helps ensure that your team is being responsible with the funds received by sponsors, donors, legislators and taxpayers. It also helps to reduce the risk of fraud and it allows members of your team to catch any errors that may have occurred during the accounting period.

Navigating management reports can feel like a huge task, even for the most seasoned members of the campus financial community. That’s why our dedicated training team has created supporting materials like Chartfield lookups and an easy to navigate manual.

Want a more interactive experience? Take our full training course anytime!

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