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The majority of business reports can be customized as follows:

• Choose the columns to include and specify the order in which

  order

  they should appear.

• Add your company logo,

  your

  preferred colours

  , your

  and formatting.

• Add the formulas

  such as

  you need for the financial calculations and other business needs.

• Add charts or pivot tables.

• Add more sheets.

Building To build your own reports is done in two steps, consult the two links below:

• 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 the reports you create have created, are based on existing default reports. These pages The sections listed below provide the information needed for template customizationyou need to customize your own templates:

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What if my reporting needs go beyond what I can customize myselfmore specific customization that is not covered by the current documentation?

Wordbee can build reports for you. Please contact us for more information and pricing.

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