Reporting - Firm Templates

Using our system, you can add your own firms templates for reporting, which you can edit at a client-by-client level. To upload a template for your whole firm to use (this ability is only for the Admin of your firm - if this is not you, you will need to request your company Admin performs this task). 

Navigate to Admin Area> Settings> Reports> Firm Templates, and click "Add Template" on the right hand side. 

Once you've added your template, be sure to click "Share with Users" to ensure your whole team will have access to them. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.