Report Stacks

Castaway's Report Stack function allows 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.

What can be Stacked?

A stack can comprise up to 10 of the Prebuilt Reports
Report Stacks will be saved to your Documents Library
You can save as many Report Stack templates as you need

Creating a Report Stack

Go to Analysis > Publish tab
Click New Stack
Name your Report Stack (cannot be saved without a name)
On the left hand panel you can add reports by clicking the
Adjust your settings in the Report Stack Editor as need (details below)

Editing a Report Stack

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

You have 2 options to update a Report Stack, that has already been saved under Analysis > Publish:

Edit an existing Report Stack - Click the Stack Name to open the editor and adjust the display settings as described above
Copy and edit an existing Report Stack - Click the three dots in the edit column to Copy or Delete

The Report Stack Editor

The Report Stack editor is the workspace where you construct and define the presentation of your reports. The left hand panel is where you can view and add up to 10 Prebuilt Reports by clicking the green + icon.

Display Settings in Report Stack Editor

Setting	Options
Duration / Month	Choose what period you are reporting on. You can do so in two ways: Choose the From and To months - click on the calendar icon Choose a financial or calendar year - click on the dropdown
View	The Custom Report Views you create are available to select from the drop-down in the View column.
Report on	Choose which view of your data to report on (Key Terms: Projected, Budget and Forecast)
Display Level	Choose the heading and subheading level of expansion Expand All - shows all rows Collapse All - collapse all headings Level 1 - shows a basic overview Level 2 - allows you to display your sub-sections Level 3 - allows you to show your sub-sections within sub-section Current View - as saved in the report view (Tailoring Your View in Reports)
Columns	Choose the number of columns in the report to correspond to your MQY Display settings. (See Understanding the 17/10 Column Rule below)
Display	Choose which Month, Quarter and Year columns you want to include
Rounding	None, $K or $M
Decimals	None, 1 or 2
Title on each page	Tick box to include
Negatives in red	Tick box to activate
Delete a report from Stack	Click the bin icon to remove a report from the stack builder (max. 10 report per stack)

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.

Footers

A Regular Footer or any Custom Footers you have saved can included in your Report Stack by selecting it from dropdown menu on the Report Stack editor.

The Regular Footer option allows you to choose between time, date, page number, title, project and none, for all the three available positions.

To add your own Custom Footer, such as a disclaimer, you will need to create your own. All custom footers have a single right hand corner option in addition to the custom footer itself.

Creating a Custom Footer

Go to Manage Organisation on the main navigation bar
Go to the Resources tab on the left hand bar
Go to the Footers tab within Resources
Click Add New
Input a name, your footer, and elect the default right hand corner option
Click Save

Set a Default Footer

Go to Manage Organisation
Go to the Resources tab on the left-hand bar
Click on the three dots next to your chosen footer
Click Set as default, this will mark it as [Default]

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, to 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.

Publish