Report Packs make the task of preparing financial and management reports for clients much more efficient. They let accountants and bookkeepers create reporting templates that can be populated with real-time client data from the single ledger.
Report Fields are a key part of Report Packs, and our Development team have managed to launch a major Report Fields update off the back of the big release on Monday: custom Report Fields.
Custom Report Fields let you insert placeholders that are automatically replaced with data when the report is run – like a mail merge. This latest release means you can now create your own fields to be populated with any data you want.
Practice Fields, such as your firm’s address, can be instantly applied to any report.
Client Fields are specific to a particular client, like their banker’s name. So once the field is setup at a practice level, the banker’s details can then be entered on the client side.
We’re continuing to make progress on Report Packs as Australia prepares to be the next cab off the rank in time for FY12 reporting. Report Fields will be available when we release Report Packs in each region.
If you’re a Partner in New Zealand you can find out all about Report Packs by registering for our Report Writing training course here.