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Report Packages

Create customized reporting packages using Report Packages

Report Packagtes 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 Package that you share each month internally and a Quarterly Review Reporting Package to present externally to your board each quarter. 

This article helps you get a better understanding of:


Report Package Management

New Packages

To create a new Report Package, go to Reports and select the ∨ next to the currently selected Report Packages to open the context menu and select Manage Packages.

From the Manage Packages window, select + Add Package to add the new Package, give it a name, and save. 

A new Report Package will automatically populate with a set of reports, which then can be customized as needed. 

Existing Packages

To publish a Report, Share, Clone, Move, or Delete a Package, select theEllipsis Elipsis button next to the applicable Report Package and make the desired choice.

Report Package Customization

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

Option 1:

To add a Report to a Package, select the + to the right of Reports, name the new Report, choose a Report type, and select Add.

 

Option 2:

To perform bulk updates to a Package, navigate to Package Settings:

New Reports

To add additional reports to the Package, select + Add Report from the Edit Package screen.


 

Existing Reports

To Add, Clone, Move, or Delete a report from within the Package, 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 Package 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 Package screen.

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

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


See the example of Bulk Editing:


Company Logo

The Company Logo option allows 

     

    Footers

    The footer for the Report Package can be customized from the Package 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.