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How do I manage Date Settings in Monthly Reporting(Manage By Date)?

Table of Contents :

How do I add a new Date Settings?

1. Login to your account using the username and password provided.  
2. Hover over Asset Management Centre and Click on Monthly Reporting tab.  
3. Go to Manage By field and Select Manage By Date from List.  
4. Hover on the Controls button and Click on Manage Date Setting option. It will open new window of Manage Date Setting.  
5. Select Client from list.  
6. Click on ADD button.
7. Select Document Type from List.  
8. Select Added Date On and Due Date from List.  
9. Then click on SAVE button to add a new Column.

How do I edit a Date Settings?

1. Login to your account using the username and password provided.  
2. Hover over Asset Management Centre and Click on Monthly Reporting tab.  
3. Go to Manage By field and Select Manage By Date from List.  
4. Hover on the Controls button and Click on Manage Date Setting option. It will open new window of Manage Date Setting.  
5. Select Client from list.  
6. Click on EDIT button.
7. Select Document Type from List.  
8. Select Added Date On and Due Date from List.  
9. Click on SAVE button to save your changes.

How do I delete a Date Settings?

1. Login to your account using the username and password provided.  
2. Hover over Asset Management Centre and Click on Monthly Reporting tab.  
3. Go to Manage By field and Select Manage By Date from List.  
4. Hover on the Controls button and Click on Manage Date Setting option. It will open new window of Manage Date Setting.  
5. Select Client from list.  
6. Select Date Setting from the grid which you want to delete.
7. Click on DELETE button.
8. It will open one Pop up. Click on OK button.


Note:- If you do not see this option appear it is due to access restrictions for your user account. please contact an administrator.
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  1. Lauren Partridge

  2. Posted
  3. Updated

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