Saved Templates and Reports allow you to save time, eliminate re-work, and standardize how data is entered, viewed, collected, and shared, plus enable real-time collaboration among teammates.
Learn more about:
Saved Collection Templates
Build custom-designed layouts (or modify ours) for various planning activities and models (i.e. building a Department OPEX Budget or a Sales Forecast), and then save them to be used again and again in future planning cycles.
There also shareable, which means you can create them once using the Add-On, share them with anyone, and then collaborate in real time to build your plans, budgets, and forecasts.
Avoid rebuilding planning input templates from scratch every time and establish a library of commonly used layouts that team members can reuse or repurpose when building their designs for their planning needs.
Examples of Common Collection Templates
|
Revenue Templates |
Expense Templates |
Balance Sheet Templates |
Cash Flow Templates |
|
|
|
|
Saved Reports
Create a standardized and reusable read-only view of financial data by building custom-designed reporting layouts. Then, save them as formal reports to be used repeatedly in future reporting cycles.
Reports are also shareable, meaning you can create reports once from the Add-On, share them with anyone, and then collaborate to analyze financial performance and insights in real-time.
Get time back by avoiding rebuilding your reports from scratch every time and establishing a library of commonly used reports that team members can reuse or repurpose when building their designs for their planning needs.
Examples of Common Reports
|
GAAP |
Management (Non-GAAP) |
Operational Data & KPIs |
|
|
|
Related Articles:
Have ideas on how to make Templates & Reports work even better for you? Tell our Product team!
Comments
0 comments
Please sign in to leave a comment.