How to Download Management Package

The Management Package feature in Docyt streamlines access, configuration, download, and refresh of consolidated report packages from one central place, eliminating time-consuming, fragmented processes and simplifying multi-entity or complex reporting.

Steps to Download the Management Package :

1. Log in to your Docyt account dashboard.
2. In the module sections, navigate to the Reports tab.
3. Click on Reports > Management Package.
4. Move the cursor to select Business Reports. It gives several sections of reports
   1. Revenue
       
      
   2. Expense
      
      
   3. Management Reports
       
      
   4. Departmental Reports
      
      
5. Select the columns (PTD, PAR, POR, etc), drill down and column type( $ or %)
6. Select period (Start date and End date).
7. Click on Refresh Reports before downloading. This may take a while.
8. Once the reports are refreshed, click on the Download tab. (Note 1)
9. To see the Data Export, click on the Gear Icon on the Top right corner near the profile icon.
10. Hover over the option Data Export or click on View All.
11. It will open the Data Export page.
12. Click on the check box at the start of the file to download.
13. Move the cursor to the three dots (...) in front of the file name.
14. Click on (...) Click on the download option.
15. You can also rename or delete the exported file from the three dots (...)
16. After the download is complete, it will appear in your Downloads bucket.