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Search results for:dynamic template

Dynamic Template Builder
Overview of the Dynamic Template Builder… Use the Dynamic Template Builder to design and arrange your report columns (Actual, Budget, Variance,… Tip: 💡 Column layout is built in the Dynamic Template Builder — row layout comes from your Account Tree
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: 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 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: Calculation Column
Text field that represents the column header, only one dynamic placeholder is available on this cell
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… [Inline Video] TIP 💡Dynamic Placeholders: Typing the forward slash "/ " opens a dropdown of… available dynamic values you can insert into any cell in the builder
Dynamic Template: Variance Column
Text field that represents the column header, only one dynamic placeholder is available on this cell
Dynamic Template: Repeating Multi-Period
Using the Repeating Multi-Periods within Dynamic Templates… [Inline Video] To get started, open your Dynamic Template and click Edit Template… In the Dynamic Template Builder, click + ADD COLUMN, select the Repeating Multi-period option, and continue
Dynamic Template: Traffic Light Variance Reporting
Including Traffic Light symbols in conjunction with a Variance or Calculated column in a Dynamic Template… For traffic light variance you must first create a Dynamic Template with a Variance or Calculation column