Save, publish and share a custom report
A new report is a draft until you publish it, and only administrators see drafts. Publish checks the report first and lists anything left to finish. Once published, the report appears under Reports for every user whose role can read reports.
Save a draft
A new report is a draft. Save draft keeps your work, and the top bar says whether there are unsaved changes. Finconsol does not save as you go, so if you try to leave with changes not saved, it asks before you lose them.
If someone else saved the same report after you opened it, Finconsol tells you and offers to load their version.
Publish
- Choose Publish.
- If anything is left to finish, such as an unanswered template question, Before you publish lists it with an Open button for each.
- When nothing is left, Publish makes the report live.
To change a published report, open it, edit it and choose Save changes. That updates the live report. To take it back to a draft, choose More, then Unpublish.
Who can read a published report
Every user whose role can read reports, which is administrators, preparers, approvers, viewers and auditors, sees every published report. Board readers and investor readers see approved packs only. Drafts are seen only by administrators.
Where readers find it
Published reports are listed by name under Reports in the menu, up to five, with All custom reports for the rest. The Custom reports list groups them under profit and loss, balance sheet, cash flow and other reports. Readers can choose their own period, switch Hide lines with no balance on or off, and export or print.
Duplicate and delete
On the Custom reports list, Duplicate makes a draft copy. Delete report deletes it for good, and the change log records who deleted it. Board packs already made keep their copies.