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Help Center
Reports
Getting Started
Reports
Dashboards
Plans
Driver Use Cases
CapEx Planning
Workforce Planning
Managing Plans
Revenue Planning
Collaboration
Users, Groups & Roles
Sharing Plans, Reports & Dashboards
Integrations
Accounting
Workforce
Other
Settings
Chart of Accounts
Departments
Users
Company
Variances
Cash Flow
Custom Tables
Goals
Audit Log
Billing
Actuals
Learning & Education
Core Curriculum
Taking a Deeper Dive
Partner Program
Partner Portal
Firm Onboarding
Certification
The Advisory Conversation with Jirav Lite - End to End video of Lite
Release Notes
Other Articles
Reports
Simplify financial reporting and analysis to empower company stakeholders with the information they need in just a few clicks.
How to create Account Groupings in the Executive Summary Report
Customize the Reporting Categories
Report Templates
Report Types
Report Number Formatting
Variance Analysis in Reports
Custom & Executive Summary Customization
Edit Report Columns
Published Reports
Export to excel
Reporting Templates & Published Packages.
Create an Executive Summary