Firm > Manage Firm - Reporting Tab


Use this page to enter information for the Management Company. 



Reporting Tab


uManage allows for customization of the reports by specifying the font and colors for the report sections as well as displaying your firm's logo.


Report Style Section


This section allows you to customize the font and colors used in your reports. 


To Create a new Report Style, click the Add Report Style hyperlink. 


To edit an existing style, click the Pencil icon to open the record. 



Complete the fields below to create your new custom report style. 



Reporting Section


Use this section to upload a logo, set the address and legal name to appear on the report. 


Client Activity Section


Use this section to upload a logo and background image for the Summary Report and to set rollover colors.