Management Reports in Wafeq

The need for financial reports goes beyond accountants, it extends to managers, partners, and investors who rely on clear and consolidated financial insights to make informed decisions.

To simplify this process, Wafeq provides the Management Reports feature, allowing you to generate a well-formatted PDF file that combines key financial statements ready to share with a single click. No more downloading individual reports and merging them manually.

What’s Included in the Management Report?

A single PDF file that contains:

• Profit and Loss Statement (P&L)

• Balance Sheet

• Cash Flow Statement

When to Use It?

• During monthly or quarterly board meetings to present a unified financial overview.

• When sharing reports with investors or lenders to provide a complete financial snapshot.

• As an attachment in administrative reports or business presentations.

• For internal financial performance reviews at the end of each month, quarter, or fiscal year.

How to Generate a Management Report in Wafeq

Go to “Reports” from the main menu, Under the “Financial Reports” section, click on “Management Report – PDF”.

• Select the desired reporting period, for example:

  • “Current Fiscal Year”

  • “Current Quarter”

  • “Last Two Fiscal Years”

• Choose the reporting currency.

• Select whether to display the report by year or by month.

• Click on “Generate Report.”

Wafeq will automatically generate a PDF containing:

• A detailed Profit and Loss statement for the selected period

• A Balance Sheet as of the end date

• A Cash Flow Statement for the same period

Once ready, review the content, then click “Download PDF Report” to save the file.

You will be taken to the PDF preview screen where you can download the file to your device or print it directly.