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Define, Specify Data, Upload Template, Generate Tabs

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Specify Data

Upload Template


Tip: The compressed images in this article appear larger when clicked.

When it comes to modifying and customizing reports and forms, these are 4 tabs you will use at the top of either document type. You can start by clicking Reports and selecting a report or form you would like to edit or customize. To learn more about the difference between forms and reports, click here.

Define - General information about the report or form will be listed here. Type, name, description, and you can control whether it's active or inactive in your account by checking the "Active" box.

You can also view and edit printing parameters for the report or form by adjusting the paper size, orientation, font size and automatically adjusting the columns of data to fit on to one page. 

Note: The Fit to One Page feature only applies to reports, not forms. To learn more about forms and reports, click here.

Note: The orientation selection applies only to reports, not forms. For ease of readability, financial forms automatically determine orientation based on the length of each row's text entry. If your form is defaulting to landscape when you want it to display in portrait mode, consider trimming down the text entries.

In the Define tab, this is where you can share a custom report with other members of your team either by an individual or even by the permissions the individual has assigned to them. To learn more about Sharing Custom Reports, click here

Note: Forms will have an option to make it the default and if it's a custom form will also note the owner of the report as shown in the image above.

Each form and report has its own notes section that will display at the bottom of the document  


Specify Data - This section contains what data will appear on the report or form. On the left, you have different categories that correspond to data points within Studio Designer. Everything from your firm's logo and address, data from client projects, and much more.

The menu on the left-hand side is broken down by category and can also be conveniently searched by using the search bar above the menu. This will narrow down the categories and allow you to expand them to add the data points to the header, body, or footer of the report or form.

By clicking the orange double arrows to the left of the data points will add them to their corresponding area on the right.

Header & Footer
You can set the alignment of these data points to appear in either the header, footer, or both and their placement of left, right, or center.

  1. Label = The name of the data point and how it appears on the document.
  2. Group Field = How data points appear to be grouped/sorted on the document.
  3. Total = Subtotals of amounts for specific data points.
  4. Width (px) = Adjust the width of each column of data on the report

In each section, you can assign the position of the data points by clicking and dragging the orange up and down arrows on the far right to order them how you would like to see them on the document.

By clicking the "x" next to each data point you can remove it from the document altogether. 

Contained in the header you can see the exact mergefield codes for the data points you would need if you were creating a custom template. In the body, you'll notice the "copy" icon, this again will produce the mergefield for the data points in the body section. To learn more about mergefields, click here.


Upload Template - This is the section where you will upload the Microsoft Word doc that contains the mergefields.

  1. Select Docx file = Uploads new, custom template from your computer. (Microsoft Word is required)
  2. Download = Downloads the current template and opens in Microsoft Word. (Microsoft Word is required)
  3. Show Template = View the template that is uploaded in Report Builder.

Generate - This looks like the main report preview page. This is more so a pre-preview to see the applied changes you have made prior to saving the changes to the report. This can be treated just like when you apply filters to populate the data you want to see appear on the report. For more information on filters, click here.