The majority of business reports can be customized as follows:
- Freely choose
Choose the columns
youto include and specify the order in which
orderthey should appear.
Add your company logo,
your colors, your formattingAdd calculated columns such as financial calculationspreferred colours and formatting.
Add the formulas you need for the financial calculations and other business needs.
Add charts or pivot tables.
Add more sheets.
Learn how to creating your reportsTo build your own reports, consult the two links below:
- First create a new report as a copy of an existing
Clone an existing report and give it a new name.
- Customize the look, feel and content to your needs.
...
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:
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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.