When explaining the Financial Report Designer report to customers, I explain that they have two ways in which they can create layouts in Excel using this tool. The first is the Layout Generator, which was created for customers who want help with creating layouts. The second is the Task Pane, which empowers customers who want to be able to fully customize their reports in Excel and create the reports from scratch.
I like to use both. However, the reason I love the Layout Generator is because you can create most of the layout in the Layout Generator, and then further customize it in Excel. This then allows you to re-use the layout at a later stage. Re-using the layout saves you time when creating reports for other customers, and if you’re looking to revamp your report at a later stage, you can easily do this with the template of the report already available in the Layout Generator.
Some of my favorite features of the layout Generator are:
Besides all the great features I have mentioned, don’t forget the easy click and drag functionality in the layout generator to move those columns and rows around.
Some resources to use when you’re ready to up-skill yourself on the Layout Generator:
Learning Portal: learning.sageintelligence.com
Check out the recorded webcast and Learning Portal and let us know what you think.
It would be great to be able to use this with multiple company consolidations. Have they fixed the issues of repeating account rows in consolidated fin reports (and therefore amounts)?
Agreed, this would be great. Unfortunately it is not fixed. I am told the Layout Generator is meant to be used for single company use only.
You do have the Task Pane which is also amazing.
If I needed to create a consolidated report I would create a layout using the Layout Generator and then move the company name to above the column e.g. Actual and then adjust the formulas. Once I have completed that I would then use auto fill to create the next companies columns. Check the below screen dump.
If you interested you could join me on the next X-Factor series and learn more about the task Pane and the tricks I have on it.