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How to edit, customize and add new Reports

The majority of business reports can be customized as follows:

  • Choose the columns to include and specify the order in which they should appear.

  • Add your company logo, preferred colours and formatting.

  • Add the formulas you need for the financial calculations and other business needs.

  • Add charts or pivot tables.

  • Add more sheets.

To build your own reports, consult the two links below:

All the reports you have created, are based on existing default reports. The sections listed below provide the information you need to customize your own templates:

What if my reporting needs more specific customization that is not covered by the current documentation?

Wordbee can build reports for you. Please contact us for more information and pricing.

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