Skip to main content

HandiLedger - Entity list report in HandiLedger

Updated over 2 weeks ago

In HandiLedger, you can generate a summary report of the entities within your entity database.

  1. Log in to HandiLedger, then go to Reports, Entity Report.

  2. In the Year Selection, choose All years entities or Current year entities only.

  3. Under the Entities section, select the Type and Sub Type where applicable.

  4. Tick Include Extra Details to report additional entity information.

  5. To include an entity summary at the end of your report, tick Include Statistics.

    Entity Summary report
  6. Click OK to generate the report.

    Entity Summary Report

Note: The HandiLedger entity database is not accessible from other modules; therefore, the Client Name Field cannot be added in the Entity Report.

Did this answer your question?