Martus ReportBuilder - An Introduction - November 15, 2022

Modified on Fri, Oct 27, 2023 at 2:52 PM

This webinar is a great overview of the ReportBuilder. 


Why a ReportBuilder? Martus has a great pre-built suite of standard and flexible reports. But sometimes, you just need to have reports in a specific format. Maybe you want to include more information – or you want to call out some specific information in detail – or you want to perform some calculations to come up with some KPIs.


That’s why we have created the Martus ReportBuilder.

  • Customize existing templates
  • Build reports from scratch
  • Create your own formulas
  • Use any combination of actuals and budgets




Click the timestamp to jump to the section you are interested in:


2:35 - Introduction & using templates

4:03 - Rolling Four-Quarter Budget Template

4:25 - Managers Comparison Template

6:20 - ReportBuilder actions (save, share, export)

9:33 - Report settings

18:59 - Columns

25:15 - Rows

29:20 - Formulas

  • 29:30 - Creating your own formulas

  • 34:09 - Utilize a specific cell

  • 37:00 - Utilize an “IF” Statement

40:27 - Sections

48:00 - Drag and Drop columns

49:00 - Adding notes to reports

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