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 for repeated use in future planning cycles.
There also shareable. Create them once using the Add-On, share them with anyone, and then collaborate in real time to build your plans, budgets, and forecasts.
Examples of Common Collection Templates
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Revenue Templates |
Expense Templates |
Balance Sheet Templates |
Cash Flow Templates |
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Saved Reports
Create a standardized and reusable read-only view of financial data by publishing your custom reports to be used repeatedly in future reporting cycles.
Establish a library of commonly used reports that team members can reuse or repurpose for their planning needs. Like Templates, reports are also shareable:
Examples of Common Reports
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GAAP |
Management (Non-GAAP) |
Operational Data & KPIs |
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Have ideas on how to make Templates & Reports work even better for you? Tell our Product team!