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 a Quarterly Review Reporting Template to present externally to your board each quarter. 

Report Template Management

New Templates

To create a new Report Template, go to Reports and select the next to the currently selected Report Template 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 a Report, Share, Clone, Move, or Delete a template, select theEllipsis Elipsis button next to the applicable Report Template and make the desired choice.

Report Template Customization

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

Option 1:

To add a Section to a Template, select the + to the right of Sections, name the new section, choose a section type, and select Add.

Option 2:

To perform bulk updates to a Template, navigate to Report Settings:

New Reports

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


Existing Reports

To Add, Clone, Move, or Delete a report from within the Template, select theEllipsis Elipsis button next to the applicable report and make the desired selection. 

Click here to learn about the different report types available.

Bulk Updates

The Edit Template page also shows existing values for each Report Period, Column 1 Source, Column 2 Source, and Column 2 Period, if applicable.

Each field has a dropdown selector and the Date Range column opens up the existing Date Range page.  Note that cover pages, text pages, dashboards, and some fields in the Cash Flow Statement and Staff List reports do not have fields in which a value can be applied, so in these cases, N/A will be shown.

The top row contains the Column Settings.  When one or more checkboxes are selected, the Column Settings are activated.  This enables you to change the Report Period, Column 1 Source, Column 2 Source, and Column 2 Period, for all of the selected reports.

In the example below, the top Select All checkbox was clicked, which activated the Column Settings.

After selecting 2022 Rolling Forecast for the Column 1 Source and Actuals for the Column 2 Source, the Apply button in the upper right is active.

Clicking Apply shows a preview of each field that will be changed on reports after Saving and exiting the Edit Template screen.

Hovering over a highlighted field will also show you the last saved value:

After saving the changes, opening the Edit Template screen or the Edit Column panel in a report will reflect the updated values.

See the example of Bulk Editing:


The footer for the Report Template can be customized from the Report Settings screen to include page numbers and/or a footnote.

    Footnote Editor

    The text editor allows formatting options and line breaks, with a preview of the footnote below, which is a good way to ensure your footnote fits in the space available.