Description | This article guides the reader through the steps required to customize and decorate their advisory reports. |
Objective | At the end of this article, you should be able to navigate around the reports section in your Forwardly account, and also decorate your advisory report. |
Estimated reading time | 3-4 minutes |
While Forwardly provides you with several insightful reports on the dashboard, it also gives you the ability to design and decorate an exportable advisory report with simple branding and information.
Make the cover consistent with your brand
When you create a new advisory report, you will find that the screen is divided into two sections: the left-hand side of the screen presents you with the options to generate the report itself, while the right side provides options to decorate your report.
Forwardly provides you with full control over the overall look and feel of the report's cover page. You can edit the title of the advisory report while also specifying the covered time frame; add your logo and your accountant's logo; edit your contact details, including your address and your email; and make changes to its cover page. Click on any of the buttons to add details specific to your branding.