Financial reports and closing · Guide 198 of 624

Financial report templates

Financial report templates let you design your own statement layouts in RockifyERP, such as a board pack or a donor report.

How to do it in RockifyERP

  1. Search for Financial Report Template and click + Add.
  2. Add rows for headings, account groups, formulas and totals.
  3. Save and run the report with the template selected.

Tip: Start from a copy of the standard layout and change only what you need.

Related RockifyERP guides

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