Folders, Reports & Documents
Use the Folders, Reports & Documents module to set up and configure various document and report templates in WorkBook. These include email templates, finance reports, report attachments, report filenames, report layouts and watermarks, and storage and folders.
- Related Topics:
- Corporate Reporting Setup (308)
Use the Corporate Reporting Setup submodule to set up and configure corporate reporting options. - Document Templates
Use the Document Templates submodule to create or upload briefing templates that you can use for jobs, resources, pipelines, tasks, and contact job requests. Using templates ensures formatting and language consistency. - Email Templates
Use the Email Templates submodule to create and configure email templates. - Finance Account Groups
Use the Finance Account Groups submodule to set up customized management accounts in WorkBook. You can then print them out in various formats. - Finance Reports Configuration
Use the Finance Reports Configuration submodule to set up and configure finance reports. Once set up, the finance report groups can be used in the Chart of Accounts submodule when generating reports. - Financial Postings Report (264)
Use the Financial Postings Report (264) submodule to set up the financial postings report. This report is primarily used for getting an overview of gross profit numbers by dimension. - Report Attachments
Use the Report Attachments submodule to upload files that can be sent as email attachments. - Report Filenames
Use the Report Filenames submodule to set up a naming convention for reports in WorkBook. A well-structured report file name helps you better sort and classify files, as well as find files more quickly. - Report Layouts and Watermarks
Use the Report Layouts and Watermarks submodule to upload image files, such as your company logo, which you can use as watermark for reports in WorkBook. - Report Profiles
Use the Report Profiles submodule to create report profiles, which define report access rights for users in WorkBook. - Storage and Folders
Use the Folders, Reports, and Documents module to set up job folders, resources folders, and storage providers.
Parent Topic: Settings