How to edit, customize and add new Reports

The majority of business reports can be customized as follows:

Choose the columns to include and in which order
Add your logo, your colours, your formatting
Add formulas such as for financial calculations
Add charts or pivot tables. Add more sheets.

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 that 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.