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Report Content Editor

Report content can be edited either at a firm level through the Page Templates option in the Admin Centre (see the knowledge article: Reporting - Page Templates) or at an Entity level once a report has already been generated. 




Adding Content in a Page Template


First, navigate to a new or existing Page Template as described in the knowledge article: Reporting - Page Templates. In the Content section, hover the mouse over the centre of the Content box until a blue plus sign appears.



Clicking on the blue plus icon brings up a variety of options to build the content of the Page Template, including:

  • Headers
  • Paragraphs
  • Horizontal rules
  • Placeholders for Account Notes and Contents Tables
  • Images
  • Financial Tables (see 'Creating Financial Tables' below)
  • Snippets
  • Signature Blocks
  • Spacers


Once inserted all components can be edited, moved or deleted by using the icons to the left.



To customise any component click on the blue pencil icon to the left, or on the component itself, which will open the relevant section for editing. The image below shows how the Header can be customised. Once finished click on Save.



Once the Page Template content has been designed click on Create Page Template and the template now appears in the list of available templates.



Creating Financial Tables 


Financial Tables can be created within the Content box to customise additional financial data that you may want to display in your reports. To begin, add a table by clicking on the blue plus icon and then the ellipsis next to 'More'. This will bring up the remaining options, select Financial Table.



To customise and add formulae to the table, click on the pencil icon on the left. This will change the background colour so that you know you are in edit mode. Hover your mouse over the bottom of the table until the blue cross appears. Clicking on it will bring up the option to add Headers, Rows, Totals and Spacers to build out the content of the table.



Once added the rows can be customised by clicking on the pencil icon, which will bring up a dialogue to enter information such as; the level, titles, the ledger side and whether the results will be displayed as percentages. The options available will change depending on the row type selected.



The Formula Editor


The Row and Total options also allow you to create formulae so that the data will auto-populate when generating a report. To do this click on the Manual button under the Period headings. This will bring up the Formula Editor. Reportance contains a number of standard formulae for use:

  • Gross Profit
  • Operating Profit
  • EBITDA
  • EBIT
  • Earnings Before Tax
  • Profit


These can be used alone or as part of a larger formula. To insert, click on the drop-down menu to the right of 'Select type of element to insert'. Selecting Standard Formula will bring up a second drop-down menu with the options listed above. Choose the relevant formula and click Insert. Once your formula is complete click Save



It is also possible to create formulae manually. To do this you can use the MasterAccountId and/or AccountId options from the 'Insert Components' drop-down list. This will bring up a second drop menu of System Headers or System and Custom Headers, respectively.



The Formula Editor is a powerful tool that can be used in conjunction with Fields (see the knowledge article: Reporting - Fields) to create fully customised reports. Below is an example showing the formula for Debtor Days.




Creating Content and Editing within a Generated Report


Once a report has been generated from the Reports screen it is possible to add new content or edit certain parts of the report. To add content, hover the mouse over the area you want to add to until a blue plus sign appears. 




Clicking on the blue plus icon brings up a variety of options to add content to the report, including:

  • Headers
  • Paragraphs
  • Horizontal rules
  • Placeholders for Account Notes and Contents Tables
  • Images
  • Snippets
  • Signature Blocks
  • Spacers


Once inserted all components can be edited, moved or deleted by using the icons to the left. To customise a component click on the blue pencil icon to the left, or on the component itself, which will open the relevant section for editing. The image below shows how a Paragraph can be added and customised, allowing you to provide a summary on the Profit and Loss. Once finished click on Save.



Components generated from the Report Template are also able to be edited. Click on the blue pencil icon to the left, or on the component itself, which will open the relevant section for editing. This enables you to change and customise the wording and display on an entity-by-entity basis.



Note: Financial Tables (e.g. Profit & Loss, Balance Sheet etc) cannot be edited or created in a generated report, but can be added using the Page Template method (see above).



Next article: Assets - Overview

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