The Report Templates feature in FirmPlus gives you the ability to create Report Templates for your different Report Types. This makes it easy to quickly load a pre-configured report when generating reports for a Customer or Prospect.
For example, some users create a Quarterly Investment Monitoring Report template, and an Annual Investment Monitoring Report template, for easy and consistent report creation.
Accessing Report Templates
- Access the Settings screen by clicking Cog Icon in the Navigation menu at the top of the page.
- Click Templates, then Report Templates in the expanded menu.
Creating a New Report Template
On the Report Templates page, the table below lists the current Report Templates that are in your account. You can create a new template by clicking the Add New Template button at the top-right of the table.
- Create a name for your template.
- Select the Report Type you would like to create the template for from the Report Type dropdown menu.
- Click Save.
- On the next page there are two Report Section Lists displayed on the page. The list on the left are Available Report Sections that can be included in your report. The list on the right are Chosen Report Sections that have been selected to appear in the report you generate.
- You can move sections between lists by clicking on the Report Section and clicking the left or right pointing arrow between the two Report Section lists.
- If you'd like to show the Page Numbers and/or the Prepared Date, checkmark the boxes.
- Click Save at the bottom of the page to create and save your new Report Template.
Editing / Removing a Report Template
In the template list on the Report Templates page, you can choose to edit or remove a current template that you have listed by clicking on the pencil icon to the left of the template name.
The steps are the same as creating a new template, except that a Delete button is available at the bottom of the page, next to the Save button.