This article will cover all the ways you can publish your Reports:
- View your Reports on Screen
- Print Reports to PDF
- Understanding the 17/10 Column Rule
- Report Stacks
- Export Reports to Excel
- Reports in Storyboards
Viewing your Reports on Screen
Viewing your reports on screen can be the best way to present your data if you need the flexibility to change your display options on the fly. There are several advantages to viewing your Report live on screen:
- Changing the period in question
- Toggling the MTH / QTR / YR settings to show or hide these options
- Change the comparative from the default to a save Budget or Forecast
- Adjust the Display Levels
Print Reports to PDF
- Open your Report
- Click the printer icon in the top right-hand corner
- Choose your Orientation
- Choose your Display setting, either your Current View or one of the M/Q/Y options
- Choose your required column number (see below)
Understanding the 17/10 Column Rule
Depending on your choice of Orientation, all PDF reports in Castaway are limited to a maximum of 17 or 10 columns, for Landscape or Portrait, respectively. When Tailoring your View in Reports, consider which periods you need displayed when you come to print your final report or Report Stack to PDF.
For example:
- Showing MQY for a financial year requires 17 columns (12 Month + 4 Quarters + 1 Year)
- Showing just QY requires only 5 columns
If your display options exceed the number of columns selected they will spill over into another page. If they fall beneath your columns number you will be left with dead space to the right of your data.
Report Stacks
Report Stacks allow you to group multiple financial reports into a single, structured output, helping you streamline reporting, maintain consistent formatting, and quickly generate polished PDFs for sharing or printing.
Export Reports to Excel
Whatever you see in the report page is what will be exported to Excel. Tailor your View to get the report style you need in your spreadsheet.
- Export your Report by clicking the sheet icon for an excel report
- Choose between a formatted and un-formatted report