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The majority of business reports can be customized as follows:

• Freely choose

  Choose the columns

  you

  to include and specify the order in which

  order

  they should appear.

• Add your company logo,

  your colors, your formattingAdd calculated columns such as financial calculations

  preferred colours and formatting.

• Add the formulas you need for the financial calculations and other business needs.

• Add charts or pivot tables.

• Add more sheets.

Customization follows these steps.

Step 1 - Add a new report

Open the business reports page in your Wordbee Translator. Then click the Add new report link:

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The following dialog opens:

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Under Reference report select an existing report which you want to customize. Then type a Title and click Ok.

Although you can immediately customize the report layout from this screen, for the purpose of this tutorial, we will do it in a next step.

Your new report is now shown in the list of all reports and you can hit Create report to see if it works.

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Step 2 - Customize your report

Next to your report you can see an Edit link. Click this link to open the editing dialog:

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From here you can change title, description and color (of the title in the reports list). You can also delete your report from here.

But let's now focus on customizing content and layout.

Click Download Excel file to get the report template:

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The template looks much as the final report but without the data. Instead it includes "placeholders" that define which data field shall be inserted in which place. Excel line #6 will be repeated for each row of data.

All you now need to do is apply your changes and then upload your new template in the dialog above. 

 To build your own reports, 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 have created, are based on existing default reports. The sections listed below provide the information you need to customize your own templates:

What if my reporting needs more specific customization that is not covered by the current documentation?

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