The Dynamic Template Builder gives the option to tailor report templates to your own specific needs.
Navigate to Reports > Builder > Dynamic Templates
Select an existing template from the screen or +CREATE TEMPLATE and then select once it has been added.
From the Report Builder screen click EDIT TEMPLATE to build your report.
Dynamic Report Builder
Account Column
The Template will be populated with the Chart of Accounts Column, as selected in the Create Template settings. This column cannot be removed, however the template column order can be changed if required.
Add Columns
Next add the data columns you require for your report, click +ADD COLUMN
Choose column type
The initial release will only allow for a Single Column option, soon you will be able to choose the type of column you wish to add from the four options, then click
NEXT STEP:
Single column - single column of data
Group by Date Range (Coming soon)- groups multiple columns with the same date range
Repeating Multi-Period (Coming soon)- create multi-period reports such as months or quarters with groups of columns repeating by each period
Multi-Column Business unit (Coming soon) - compares Business Unit results with groups of columns for each business unit
Configure
Displays the Selected Column Type and then gives a choice of the value type.
Click the dropdown arrow, then select a column Value Type and ADD COLUMN.
These columns can then be configured as preferred, click the Column to choose the Report Column Settings in each case:
TIP 💡The Column type once selected cannot be changed, you will need to remove and then +ADD COLUMN to set a different Value Type.
Arrange the Columns
Reposition the columns by clicking on the ::: at the top of the Column, the cursor should change to a hand symbol, you can then just drag and drop the columns into the required order.
To delete a Column, select the column by clicking in the heading area, and then once the column is highlighted, you can click REMOVE, then SAVE before exiting the Column editor screen.
Report Header
As a default the Report Header contains the
Report Title - Organisation Name
Followed by the Sub Header which by default contains the date range for the report.
Click the Pencil in the Header section of the report to open the Header settings.
Run Report
Once you have added your required columns and completed the settings, and clicked SAVE you can click > RUN REPORT
This will take you out of the Edit Template Screen and back to the Report Builder, where you can fine tune by editing the criteria in the left settings panel.
The top part of the panel is similar to the Preconfigured Template settings, with some additional options in the Display Settings section.