Monthly Task Checklist

In addition to the tasks and reports you run on a daily basis, there are also tasks that will need to perform on a monthly basis, after the month's financial's are complete. These monthly tasks include the following:

1. Prepare Unit Summary Table

2. Build Consolidation Table

3. Generate Monthly Offline Reports:

•         Fuel Analysis reports

•         Retail Weekly Trend Analysis reports

•         Financial Summary reports

•         Rolling P & L History reports

•         Summary P & L reports