Report templates
Which sections a report carries, in what order, and how it looks. The sources, notices and footer are in every template.
| Template | Sections | Updated | |
|---|---|---|---|
|
Standard fund report
Default
Built in
The built-in running order: figures, then what moved them, then the written view.
|
14 | — | |
|
Fund report (short)
Built in
Fund reports only
The two-page layout: no About this report section, the analysis ahead of the detail tables, combined rather than split attribution/positioning tables, prose sections in two columns.
|
10 | — |
Retiring takes a template off the generation forms; reports already made still name it. The fund form opens on Fund report (short) unless another template is the default.
Start from a Word document
Upload a report you already use. Its headings become sections, and its font and heading colour become branding.
Or build one
A new template starts as a copy of the standard running order.