Skip to content

Find management reports and understand draft status

Review saved management reports and distinguish an unpublished draft from an issued version.

1 min read Updated Wed 9 Sep 2026 For accountants and business owners Premium plan

All topics

Management Reporting lists saved reports for your company. A draft and a published report are different states.

  1. Open Management Reporting and review Reports.
  2. Select the report you need.
  3. Check its status before expecting a published version or download.
Management Reporting empty state with Create your first report and report-layout guidance.
Management Reporting empty state with Create your first report and report-layout guidance.

An unpublished draft displays This report has not been published yet. Opening the draft does not create an issued version or PDF. Edit draft leads to the editor for users with management access; Templates also requires management access.

Draft management report with the alert This report has not been published yet.
Draft management report with the alert This report has not been published yet.

If the list is empty, no saved reports are available in that view. If a report is still a draft, ask the report owner to review its contents and publication status rather than treating the draft as an issued report.

Did this guide help?

↑↓ to move · Enter to open · Esc to close

Still stuck?

Sign in to Cybooks and contact support so the team can help in the right account context.