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Reports

Overview
Reports can contain text, charts, tables and financial statements and much more. Reports can be read online on any device, or offline in printed form. Online reports reference real numbers, and include interactive charts and graphs that bring your data to life.

Creating a new report
Reports can either be created from scratch (ie. a blank report) or created using a template. Click on the ‘Create Report’ button in the Draft reports section of the Reports Centre to get started.

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You're required to give the report a title, and select a reporting period. Then, select a default page orientation for the report. The default orientation will impact the first ‘page’ of your report. You can include a mix of portrait and landscape orientations in your report by creating new sections.

You can change the title, and reporting period of a report after it has been created using the ‘settings’ icon in the bottom left corner of the Report Editor.

Draft Reports
Reports should be created firstly in 'Draft', where they are in an editable state and are typically not visible to all users. 'Draft reports' can only be accessed by 'editors' ('advisor') users or 'admin' users (unless a 'viewer' user has been specifically provided access to 'Draft' reports, via the advanced user permissions).

Published Reports
You can then publish the report directly from the Reports Centre, or from within the Report Editor. Click on the three dots next to a draft report, and click 'Publish'. 

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Published Reports are ready for the client (or 'viewers') to view. They are visible to all people who have been granted access to the company or group. When publishing your report, you can choose to send a notification email to all users, or a specific set of users to notify them that the report has been published. 

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Published reports are shared with all users who have access to published reports in this company (see detailed user permissions). 

Who can edit a Draft or Published report? 
Whether you can edit a report, depends on whether it is visible to you. There's no way to edit a draft or published report, unless you can firstly see it. Visibility depends on:

  • Whether you have access to the company (either by your role, or specific sharing). Your user role must not be ‘viewer’ / ‘client’, only ‘editor’ / ‘advisor’ or ‘administrators’ can edit reports.
  • Your user permissions gives you the ability to view draft or published reports.

The additional menu options open up a range of options for draft or published reports. 

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What types of entities can you create reports for?

Reports can be created for both companies and consolidated groups. In the near future, it will also be possible to create reports, templates and schedules for benchmark groups. 

For which time periods can you create reports for?
You can create reports for any month, quarter (or QTD) or annual (or YTD) period.

When creating a report for a QTD or YTD period, you can select the month which concludes the QTD or YTD period. However, you cannot choose the month which commences the QTD or YTD period.

Additionally, each element in a report can be configured to present a different period range of data (eg. a KPI Explorer could be present for the current annual period, and supporting trend charts could show monthly trends). Or one page of the report could show Cash Flow analysis for the current month, and the next page show Cash Flow analysis for the current YTD period).