Report Templates.

Create customized reporting packages using report templates

Report Templates enable you to create a group of custom reports to simplify your financial reporting process and empower company stakeholders by providing them with up to date information. For example, you might have a Month End Reporting Template that you share internally each month and then a Quarterly Review Reporting Template to present to your board quarterly. 

Report Template Management

New Templates

To create a new Report Template, go to Reports > Select the ∨ next to the currently selected Dashboard to open the context menu and Select Manage Templates.

From the Manage Templates window, select + Add Template to add the new template, give it a name and save. 

A new report template will automatically populate with a set of reports which then can be customized as needed. 

Existing Templates

To Publish, Edit, Share, Clone, Move or Delete a template, hover to the left of the desired template to activate the hamburger menu, click on the menu, then make the desired choice.

Click here to learn more about publishing templates.

Report Template Customization

To add or remove reports from the template, edit the template by doing either of the following:

Option 1:

From the Manage Templates window, hover to the left of the desired template to activate the hamburger menu, click on the menu, then choose Edit Template. 

Option 2:

Choose the desired Template from the Report Template dropdown then select . . . and then select Edit Template.

New Reports

From the Edit Template screen, select + Add Element to add additional reports to the template. 

Existing Reports

To Add, Clone, Move or Delete a report from the Template, hover to the left of an existing report to activate the hamburger menu, click on the menu and make the desired selection. 

Click here to learn about the different report types available.

Footers

The footer for the report template can also be customized from the edit template screen to include page numbers and/or a footnote.

     

    Helpful Hint:

    From the Edit Template screen, you can toggle between Templates by opening the Report Template dropdown