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- Choose the columns to include and in which order
- Add your logo, your colorscolours, your formatting
- Add formulas such as for financial calculations
- Add charts or pivot tables. Add more sheets.
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Building your own reports is done in two steps:
- Add New Report - Clone an existing report and give it a new name.
- Edit Report Templates - Edit your new report's Excel template and customize layout and content.
All reports you create are based on existing default reports. These pages provide the information needed for template customization:
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What if my reporting needs go beyond what I can customize myself?
Wordbee can build reports for you. Please contact us for more information and pricing.