How do I create a custom template for reporting?

Seraf Enterprise customers can customize their quarterly and annual reports by creating a custom template for reporting. Administrators can create custom templates, based on Seraf’s default Account Statement by adding, removing, relabeling and reordering tables and charts. They can even add custom text fields. Once the template is complete, users can generate reports from the templates and share access to the templates so their investors can generate their own reports as well.

To make a custom template, following these instructions:

• Go to the Reports section of your account
• Under the header to Create a New Custom Template for Reporting, click the button for New Template.
• If a Seraf fund account holder, choose which fund(s) the report pertains to.
• Enter the Name of Template. Note this name will be visible to investors, if you choose to share this template with them.
• Choose which logo option you would like to show in the header of each report page.
• Enter the Report Title, which will show in the header of each report page.
• If you’d like to make the template visible to investors, then check the box to Share with Investors. Note that investor reports will only show the investor's transactions and investor metrics pertaining to the specific investor when they create their own report, whereas the administrative reports will show details about all investors and/or in aggregate. Once you share a template with investors, it will replace the default Account Statement they otherwise have access to.
• Save your entry.

Next, customize your template. You’ll be brought to the template’s default report page after creating a template. The template mirrors Seraf’s default Account Statement until you customize it. 

To customize your template, follow these instructions :

• Click the button at the bottom of the screen to Customize this template.
• Move sections and page breaks up or down with the arrow icon and dragging and dropping the header before or after other sections.
• Delete sections with the trash can icon.
• Add a new section with the + icon. Choose from charts, tables, custom text, logo, page breaks and other pre-programmed text blocks (i.e sections that are already included by default and which you can remove or add, but not edit directly).
  • For charts and tables, choose from the list of charts and tables from within your account, including those in Portfolio Analysis
    • Use the default name or add your own title.
    • Add a footnote, if you’d like. 
  • Note that once you add and save a new section, it will be shown at the top of your report. Be sure to position it within your report by dragging it to the proper place. After you save the whole template and generate a report, then the new sections will become populated, if they are not already updated. 
• Change font size, style and format of text boxes by clicking the gear / settings icon on that section.
• Rename default tables and charts and add footnotes by clicking the gear / settings icon on that section. If you add a custom chart title or table title, it will replace the default title with your own.
• Click Save at the bottom of the screen to save your template.

Once you’ve created a custom template, you’ll see it listed under Custom Report Templates in the Reports section of your account. There, you can view, edit, and delete templates as well as create a report based on your template.

Learn how to generate a custom report from your custom template.
Learn how to edit a custom template.
Learn how to delete a custom template.