Report Stacks

Report Stacks were a very popular feature of Castaway Desktop, so we have now provided this functionality in Castaway Cloud.

Castaway Cloud's Report Stack function allows you to group multiple financial reports into a single, structured output. Whether you're preparing monthly management packs, board presentations, or year-end summaries, Report Stacks help you streamline reporting, maintain consistent formatting, and quickly generate polished PDFs for sharing or printing.

The new Publish function in the Analysis workspace lets you create Report Stacks to publish multiple reports at the same time. You can save your favourite Stacks to make reporting a breeze.

What can be included in a Report Stack?

You can create as many Report Stacks as you like and save them in your Documents library.

Each Report Stack can include up to 10 classic reports.

Report Stacks can be created from any of the prebuilt classic reports listed in: Key Reports, Reconciliation Reports and Variance Reports

Creating a Report Stack

1. In the Analysis workspace, choose the Publish tab from the left-hand column.

2. Click on New Stack

3. Choose from the list of Reports, those that you want included. Press the "+" button for each report you want included.

4. Enter your Stack Name (providing a Stack Name will enable the report to be saved and/ or published)

5. Click on Save & Close to publish later. Alternately, click on Save & Publish to prepare the Report Stack for your Documents library.

a. If you have chosen Save & Close, the report will now be listed as one of your Report Stacks in Analysis - Publish

b. If you choose Save & Publish, the Report Stack will now be listed in your Documents Library as follows:

6. Once published, you’ll see a green banner confirming it’s ready and saved under Documents. Your Report Stack can now be Viewed or Downloaded for printing. 

Report Stacks - Options

Set Up Your Report Options

Once you’ve picked your reports, you’ll see a bunch of handy settings you can tailor to your needs:

Timeframe: Choose how many months you want to report on. or select the financial or calendar tear drop down option.

Data Layers: Pick what layer of data you want to see —Budget, Forecast or projected

Display Style: Choose how those months are shown across your report columns:

• 12 (M…M): Shows just 12 months.
• 13 (…MY): Adds a total column for the year.
• 13 (OM…M): Includes the opening month + 12 Month.

You can also decide whether to:

• Round numbers to $k or $M
• Show up to 2 decimal places

Tick boxes if you want to:

• Show the report title on every page
• Display negatives in red

Footer Options in Report Stacks

When setting up your report stack, look for the Footer dropdown menu. You’ll see two key options:

• Footer RHS – Adds the time, date, or page number to the right-hand side of the report pages.
• Footer – Choose from your custom footer list

Create or Edit Custom Footers

To manage your custom footers:

1. Click the head & shoulders icon in the top-right corner of your screen.
2. Select Manage Account.
3. Go to the Resources tab.
4. Under Footers, you can:
   • View existing Footers
   • Edit existing Footer
   • Create a new Custom Footer

You can also set any footer as your default, so it appears automatically when building new stacks.

or Delete footers that are no longer needed to keep your list clean and organized

Working with Published Reports

Once a Report Stack is published, your PDF files are stored under the Documents tab.

Under Document workspace you can:

View – Open the PDF directly in your browser.

Download – Save a copy locally for emailing, printing, or archiving.

Rename – Update the name of the PDF report.

Delete – Remove outdated or duplicate reports.

Search –  Use the search bar at the top right to quickly filter your documents by name.

Or

Click column headers to sort by Document Name, Type, Published On and Published by

Report Stacks - Updating

Once published and listed in your Documents library, the Report Stack cannot be changed. In the library, your published Report Stack can only be retained, Renamed or Deleted. You can store as many Report Stacks in your library as you choose.

If you want to update a Report Stack, you have 2 options, assuming you had previously taken the option to Save the Report Stack:

1. In Analysis - Publish - Report Stacks, click on the Stack hyperlink and either: change the timeframes for the report, delete report/s, add new report/s. This will literally overwrite the report you originally created, even if you change the Stack Name at the same time.

   

2. In Analysis - Publish - Report Stacks, locate the Report Stack you wish to update and (on the right-hand side of this), click on the 3-dot ellipses. You will have an option to Copy or Delete. In the case where you simply want the same Report Stack, but different data for a new Actuals month, choose Copy. You will now have created a fresh Report Stack, which you can now rename and proceed to change timeframes for your new Report.

Report Stacks - Naming and Version Control

Every company will have their own procedures and naming conventions for documents. We encourage you to have strict protocols around naming and version control for your Report Stacks. It will make locating the correct Report Stack a lot easier in the future.

Alternately, you can of course download and save a PDF copy of your Report Stack, giving you the option to return to Castaway and Delete these files if you no longer need to store them in the cloud.

Please reach out to our Customer Success team if you need further advice around Report Stacks. We know many of you will enjoy this feature.