LodgeiT user can modify text blocks, insert dynamic placeholders, rename and reorder statements. Everything will be automatically saved. Watch below video to learn more.
1. Find your Client
2. Click "Custom Reports"
Click here to learn more about Special Purpose Financial Reports (SPFR)
Note: User can manipulate SPFR's: (ie drag and drop)
- Exclude Title page
- Exclude Table of Contents
- Exclude Page numbers
- Remove report that irrelevant
You may customize your SPFR "Print Options" (to tick/untick the relevant items)
Note: If you manage an edit or change via "Relationship"/relationship module AFTER generating SPFR, delete the SPFR and start afresh.