The majority of business reports can be customized:
- Freely choose the columns you to include and in which order
- Add your logo, your colors, your formatting
- Add calculated columns such as financial calculations
- Add charts or pivot tables.Add more sheets.
Building your own reports is done in two steps:
- 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 reports you create 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)