ReportBuilder Video #1 - Introduction

The ReportBuilder is a powerful and easy-to-use tool. You can use the provided templates as guides, save and customize those templates, create your own reports from scratch, save the reports as user-specific or shared reports, create your own formulas, and use any combinations of budgets and actuals from any year. 

ReportBuilder Video #2 - Templates and Customizations

This is the second in a series of videos about the Martus ReportBuilder.

The ReportBuilder allows you to create reports using any actuals or any budget, from any year. 

The first video introduced you to the basic building blocks of the ReportBuilder: Settings, Data Sources, and Groups.

This video shows you

• Template reports that Martus provides with the ReportBuilder
• Learn how to customize these reports
• Learn how to create a report from scratch

ReportBuilder Video #3 - Sections and Hidden Rows & Columns

This is the third video in a series of videos about the Martus ReportBuilder.

In this video, we look at using sections and hiding rows & columns to create complex reports that pack a lot of information into an easily readable form. 

The important takeaway is that sections don’t all have to have the same columns and can even make use of different data sources!

In this video we show:

• The difference between lines, rows, and sections
• How to create multi-section reports.  
• How to manage the columns and rows in the different sections of a single report

ReportBuilder Formatting

Don't see ReportBuilder in your system? ReportBuilder is available as an upgrade to your subscription. Have your Martus Admin email support to find out more.

Within ReportBuilder it is easy to create your own formatting to match your brand or to simply allow information to stand out. ReportBuilder allows for control of each row and/or column. It is also possible to add your organization's logo to your Report.

You can control font size, bolding, italics, and alignment. You can also set text and background colors. Then, apply these formats to:

• Header rows, headers and subheaders for groupings, and total rows within the tabular display
• Formula rows
• Single columns
• Specific columns within period groups

Logo

You can upload your organization's logo to Martus and use it on ReportBuilder reports. The logo will appear in the Report's header row. Click here for information about using Setup>Branding to upload your logo.

Add your logo to Report

1. From within an open Report
2. Click on "Settings"
3. Check the "Show Logo" option
   

Row Types

Each Row within a Report has been assigned a Row Type. Each Row Type can be formatted as desired. The defaults for each row type are outlined below:

Change Row Type Formatting 

1. Go to Dashboard > ReportBuilder
2. Open any report to edit it
3. Click on "Settings" 
4. Within the "Settings" module scroll down toward the bottom
5. Click the Edit icon next to a row
6. Choose the appropriate options as desired
7. Click Save
8. Click Update & Refresh

Adding a New Style to a Report

1. Go to Dashboard > ReportBuilder
2. Open any report to edit it
3. Click on "Settings" 
4. Within the "Settings" module scroll to the Styles section
5. Click on "Add Style"
6. Update the style as desired (that could be in the video suggested above)
7. Click Save
8. Use the custom style on rows or columns as desired. 

Apply Formatting to Specific Rows

1. Click on "Edit" at the top of a report
2. Select the Edit icon next to any row
3. Use the Style dropdown to choose the style you would like to apply
   
4. Click Save to Update, Refresh and Save changes

Apply Formatting to Specific Columns

1. Click on "Edit" at the top of a report
2. Select the Edit icon next to any row***
3. Use the Style dropdown to choose the style you would like to apply
   
4. Click Save to Update, Refresh and Save changes
   
   ****Note on all "Period Comparison" columns, there are style drop downs for each column:
   

Notes:

• Styles are controlled at the individual report level. When you copy a report or save it as a different name, the styles associated with it are copied as well.
• The base style used for detail data lines cannot be changed
• Conditional formatting is not yet available, but Martus is considering this as as future potential enhancement 
• After you've changed styles on a report, be sure to click Save to ensure that all your changes are saved!

Formatted Report Examples:

ReportBuilder - Charts and KPIs

Charts and KPIs allow you to paint a bigger picture about your organization's financial health. Whether you want to highlight income, expenses, or your budget, you can utilize the various Charts and KPIs to help bring life to your reports.

Section Types

There are three section types: Tabular, Chart, and KPI.  Each section within the Report is designated to a specific type. It is possible to hide any section with a report so that you can utilize a Tabular section to define KPI values and not view the Tabular section on the finished report.

• Tabular - Standard report format with rows and columns specified by the row and column settings
• Chart - A chart section can contain one or more charts, based on the data sources specified in the overall Settings for the report. This section type IS NOT dependent on a Tabular section.
• KPI - Allows for various Key Performance Indicators to be added to the report on KPI cards. Each KPI can be a singular value or a comparison between two values. This section type IS dependent on having a Tabular section within the report, since each KPI is defined as a specific row/column on a Tabular report.

KPI Cards

KPI cards highlight one or two values to draw attention to key information. Each KPI card can show a red or green up or down arrow to indicate a favorable or unfavorable value or comparison. You can also choose to not show the arrow icon.

• Title - the title shown at the top of the KPI card
• Style - allows one of the styles from the report Settings to be assigned to the KPI value
• Value - identify the value by selecting a Tabular section and picking a row and column
• Comparison - to compare the value to another data point, select a Tabular section and pick a row and column to choose the specific cell for the comparison. The variance between the two values is is shown as a secondary, smaller number within the KPI card
• Comparison Text - the label for the variance
• Arrow Type - choose whether a positive difference is good or bad. For example, when you compare actual income to budgeted income, a positive number is good. But if you are comparing actual expense to budgeted expense, a positive value is bad. You can also choose to have no arrow icon shown at all.

Charts

The charts section allows for various types of charts. Each chart can be customized based on the data sources and other values specified in the report's Settings menu, the configuration of the chart, and the filters applied to the chart.  

Chart Layout Options:

• Title: The title that will display above the chart
• Chart Type: Choose the chart type (pie, column, bar, etc.) 
• Data Sources: Choose the desired source(s). These dropdowns will list the data sources specified on the Settings menu of the report
• Grouping: Determine how the chart should be segmented (options are accounts, account category and dimensions)
• Sub-grouping: Allows for segmenting by another level including months and quarters; the data source is the default sub-grouping

Chart Filter Options:

• Period: The time period to include
• Total Type: Select Expense, Income, or Gain Loss (Net)
• Dimension Filters: Allow for filtering to a specific dimension according to how your instance of Martus is configured

Chart Types

Bar – Excellent for comparing budget to actuals, budget to actuals to reforecast, or showing a single data source grouped by dimension, category, month or quarter

Chart notes: Data Source = Budget; Grouping 1 = Department; Grouping 2 = Quarters

Pie – Supports only one data source.

Chart notes: Data Source = Budget; Grouping 1 = Department

Columns – Compare multiple data sources or one data source and a secondary grouping

Chart notes: Data Source = Budget; Grouping 1 = Department; Grouping 2 = Quarters

Stacked Column – Note that this uses grouping and sub-grouping. Sub-grouping is especially useful for the Stacked Column and Stacked Column Percentage charts.

Chart notes: Data Source 1 = Budget; Data Source 2 = Actuals; Grouping 1 = Department; Grouping 2 = Quarters

Percent Stacked Column – Note that this uses grouping and sub-grouping. Sub-grouping is especially useful for the Stacked Column and Stacked Column Percentage charts.

Chart notes: Data Source 1 = Budget; Data Source 2 = Actuals; Grouping 1 = Department; Grouping 2 = Quarters