Publishing in Castaway is built to support fast, consistent, and repeatable reporting. Whether you’re delivering a single KPI snapshot or a monthly report stack, the Publish workflow helps you turn your data into polished, shareable outputs with minimal effort.
Exporting to PDF
- Standard Reports
- Report Stacks
- Dashboards, KPI Reports, Storyboards
Exporting to Excel
Report Stacks
- Report Stacks allow you to combine your standard reports into a one-click export pack
- How to set up your presentation options
- Understanding the ‘Footer’ options
The Mechanics of Publishing
- Understanding the 17 / 10 column rule for Reports and Report Stacks
- Report combination options: KPIs to Dashboards, Dashboards to Storyboards
- The Documents Library is where your Storyboards and Stacks will save to
- The colour schemes set in the Project Overview settings will flow into your reporting
Reporting Options in Castaway...
Reports are the bread and butter of your financial reporting, from the most common statements to all the reconciliations and variance reports you will need.
Dashboards are a powerful presentation tool to bring your live data into highly customisable graphs and KPI tables.
Key Performance Indicators (KPIs) give you a customisable snapshot of your performance through your own custom metrics and tolerance ranges. Our KPI Alerts help you act months beforehand by warning you of any limits you set being exceeded.
Storyboards let you bring your story to life through your KPIs, Dashboards and your own valuable insights.