> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://smartpractice.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Navigating the Management Report

||| Only Supervisor and Partner status users can view the Management Report. 

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# Dashboard View

**Activate the Management Report for your Dashboard.**

* Go to the dropdown menu ≡
* Click on Company Settings
* Click on My Preferences
* Select Set Dashboard Display
* Tick the Management Report
* Save

1. View the Management Report on your dashboard each time you log in or go to your home page. 

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_utees2.png)

2. Click on Monthly, Biannually, Annual Income Tax or Annual Financial Statements to view the report for what has been completed and what has not. 

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_19re7fc.png)

3. Click on the dark blue part of the graph for the Submission Type you would like to view. 

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1ce2128.png)

4. It will open the Submission Report for that type. 

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1cssrrw.png)

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# View Management Reports via the menu. 


1. Click on PlanSmart

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1jsuyv2.png)

2. Select SARS

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1da231n.png)

3. Click on Management Report

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1ovtto.png)

4. Select the report you would like to view. _(Current Month, Previous Month, Biannually Period, Annual Income Tax and Annual Financial Statements)_

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_1y3st3z.png)

5. You can see an overview of what has been done and what still needs to be done. 

![](https://storage.crisp.chat/users/helpdesk/website/e444844005638000/image_5h09pp.png)