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Dynamic Template Builder
Overview of the Dynamic Template Builder… The Dynamic Template Builder gives the option to tailor report templates to your own specific needs… [Inline Video] Navigate to Reports > Builder > Dynamic Templates Select an existing template
Dynamic Template Management
Managing your Templates using Folders and Actions in the Template Select Screen… Builder > Template Manager > Dynamic templates The initial folder is Dynamic Templates you… Import a Dynamic Report Template
Dynamic Template: Report Criteria
All dynamic templates will contain the exact same criteria, regardless of the Report type (Profit and… Dynamic templates include the basic Report Criteria as seen in the preconfigured templates… -1,234,567: adjust formats to show minus sign instead of brackets In Dynamic Templates,
Dynamic Template: Account Column
Options for the Account Column in Dynamic Templates… The Account Column is created by default in all new Dynamic Templates and cannot be deleted… The default setting is on the left side of the template, but this can be changed by drag and drop to
Dynamic Template: Report Header
Customise the Report Header in your Dynamic Template… The Report Header fields can be customised directly in the Dynamic Template… TIP 💡Dynamic Placeholders: Typing the forward slash "/ " opens a dropdown of available dynamic values
Dynamic Template: Budget Column
Add a column to your template for Budget data… TIP 💡Dynamic Placeholders: Typing the forward slash "/ " opens a dropdown of available dynamic values… Video] Text field that represents the group header, choose from the following options in the Dynamic
Dynamic Template: Variance Column
Column header Text field that represents the column header, only one dynamic placeholder is available
Dynamic Template: Actual or Forecast Column
Add a column to your template for Actuals data… TIP 💡Dynamic Placeholders: Typing the forward slash "/ " opens a dropdown of available dynamic values… This is dynamic based on the Period Range and using the Actuals up to property or Last Actuals Period
Dynamic Template: Fit a Report to Portrait
Dynamic Report Builder has the option to change column widths to fit to A4… With the Column settings in the Dynamic Report Builder, you will see there is an option for minimum column
Change Log 2026-02-04
Introducing dynamic report building… Dynamic Template: Budget Column Dynamic Template: Variance Column Dynamic Template… Template Builder Dynamic Template: Account Column Dynamic Template: Actual or Forecast Column