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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.

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

• Step 1: 

  Add New Report - Clone an existing report and give it a new name.

• Step 2: 

  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 provide information needed for template customization:

• Report S100 - Client and supplier costs - Details
• (more to be documented)

 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.