Using the Report Centre
The 'Report Centre' is where you manage all of your draft and published reports, schedules and templates. There are four main sections to be aware of:
- Scheduled Reports
- Excel Reports
You can access the Report Centre via the 'Reports' icon next to a company, consolidated group or benchmarking group in the 'My Companies' screen.
The Report Centre has an inbuilt workflow to streamline management reporting.
When creating a report, the recommended workflow is to start by creating a 'draft' report. While in 'draft', you can collaborate together with other 'editors' to craft the perfect report.
When a report is ready to share with 'clients' or 'viewers', then the report can be published.
Once a report is published, it can remain 'unlocked', so that any subsequent changes to financial and non-financial data are reflected in the report. The ability to 'lock' a report, so the data is not updated will also be available in the near future.
Tip: When creating a report for the current period, start by duplicating a recent report (ie. last month's report), and then make changes as required.
When the design of a report is completed, it can be saved for use as a template. A template can then be scheduled to automatically generate reports at specified time periods.
Templates allow you to efficiently create reports for groups of clients. For example, as an advisor you can design a report tailored for clients which operate in a specific industry vertical (ie. pharmacy stores). This template can then be used to create reports for these clients.