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Navigate to the Aircraft record
Select the Related tab to view the Monthly Reports related list
A list of existing Monthly Report entries will be displayed (screenshot 1.1)
Review the entries for the required month (click on the Monthly Report Name to view the record)
To edit entries display the record (screenshot 1.2), edit the required fields and click 'Save'
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Configure and Generate a Monthly Management Report
To add department information:
Navigate to an aircraft, click on the Related tab and scroll down to Monthly Reports
Click New Monthly Report
Select the Type - this is the department that you will be updating (Screenshot 12.1)
Select the month and year (Screenshot 12.2)
Enter the details under General Information (Screenshot 12.3)
This information will be reflected in the monthly report for the relevant month and year
To generate a monthly report:
Navigate to an aircraft and click the Monthly Report button (Screenshot 23)
Select the date range that should be included in the report (Screenshot 34.1)
Click the Generate Monthly Report button (Screenshot 34.2)
Review the full report to make sure the details are correct
Review the recipients and click Send (Screenshot 34.3)
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