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
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.
To Publish, Edit, Share, Clone, Move, or Delete a template, select the 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:
Choose the desired Template from the Report Template dropdown, then on the right-hand side select the Elipsis button and select Edit Template.
From the Manage Templates window, select the Elipsis button next to the applicable Report Template and choose Edit Template.
To add additional reports to the template, select + Add Element from the Edit Template screen.
To Add, Clone, Move, or Delete a report from within the Template, select the Elipsis button next to the applicable report and make the desired selection.
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.
The footer for the report template can also be customized from the Edit Template screen to include page numbers and/or a footnote.
From the Edit Template screen, you can toggle between Templates by opening the Report Template dropdown