Financial Reports with Notes (Advanced and Paid Feature) . This is a paid feature that provides you more flexibility to build your reports. You can create a report and play with it for free, but in order to Complete and Download it in PDF you will have to pay. 

"Advanced" version allows you to:

  •   Create and customise financial notes.
  •   Add up to 12 comparison periods.
  •   Add, remove and change the order of your report blocks.
  •   Use automatically numbered headings.


Overview of Advanced/Paid Template

Manage and Modify 

Multiple Periods

Removing Identation

Send Report for E-signature

How to sign "Compilation Report"

Please note that purchased reports expire within the subscription period. Check your billing page for detailed pricing.

Sign up for our Financial Reports Workshop to learn more in detail. 

For free version, please choose "Basic Financial Report", learn more from this guide