Reportance administrators can access the firm master reports and templates via the Admin Centre.
The settings in this section will apply to all report within the firm. It is our recommendation that a firm utilises standard firm reporting where possible. In addition, we recommend creating as few firm templates as possible. This will ensure that the correct reports are being consistently used within the firm.
From any screen select the Admin Centre from the drop-down menu in the top right-hand corner.
From here there are three different sections of reports:
Report masters detail the overall outline and order of the report. In this screen, an administrator can create/edit custom firm reports. 'Page Templates' can be added to the report master.
Reportance comes with 3 standard reports
- Special Purpose Financial Report - Simple (Default)
- Management Report
- Special Purpose Financial Report - AASB
For more information on creating and editing report masters, see the knowledge article here.
Page templates are individual pages which are inserted into the report master. Notes can be inserted into Page Templates. There are four different types of pages.
- Presentation - E.g. Cover Page
- Financial Statements - E.g. Profit and Loss, Notes, etc
- Legal - E.g. Compilation Report
- Story Board - E.g. Income Results
For more information on creating and editing page templates, see the knowledge article here.
Notes contain both the Accounting policies and the financial statement notes (such as Cash & Cash Equivalents etc). There are two sections to Notes;
Policies - a policy is an individual statement which can have different paragraphs for different Report masters. Each Policy can belong to a different Policy Suit. This enables a large amount of flexibility in the way policies are used and managed.
Policy Suites - A policy suit is a field which can be applied to a policy. When creating a report master or creating a report in a client section different policy suites can be selected.
For more information on creating and editing Notes, see the knowledge article here.