Reporting

Reportance Administrators can access the firm master reports and templates via the Admin Centre. The settings selected 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 four different sections of reports:



1. Report Styles


Report Styles let you customise the look and feel of your reports by changing items such as colours, fonts, sizes and margins. By default all styles are inherited from those managed by Business Fitness, however this area allows you to customise them as you see fit.

For more information see the knowledge article: Reporting - Styles.


2. Report Masters


Report Masters detail the overall outline and order of the report. In this screen, an administrator can create or edit custom firm reports. 'Page Templates' can also be added to the Report Master. Reportance comes with three standard reports as well as an Empty report:

  • Special Purpose Financial Report
  • Accountants Report with Disclaimer
  • Management Report


For more information see the knowledge article: Reporting - Report Masters.


3. Page Templates


Page templates are individual pages which are inserted into the Report Master. Notes can also be inserted into Page Templates. There are four different types of pages: 

  1. Presentation - E.g. Cover Page
  2. Financial Statements - E.g. Profit and Loss, Notes
  3. Legal - E.g. Compilation Report
  4. Story Board - E.g. Income Results


For more information see the knowledge article: Reporting - Page Templates.


4. Notes


Notes contain both the accounting policies and the financial statement notes (such as Cash & Cash Equivalents etc). There are two sections to Notes:


i. Policies - a policy is an individual statement which can have different paragraphs for different report masters. Each Policy can belong to a different Policy Suite. This enables a large amount of flexibility in the way policies are used and managed. 


ii. Policy Suites  - A Policy Suite 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 see the knowledge article: Reporting - Notes.



Next article: Reporting - Styles

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