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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.

 

Learn how to creating your reportsTo build your own reports, consult the two links below:

  • Add New Report -

    First create a new report as a copy of an existing

    Clone an existing report and give it a new name.

  • Edit Report Templates -

    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:

Child pages (Children Display)
depth3
pageDefault Report 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.