Class is rolling out a series of updates to the look and feel of many Class reports. This article includes:
Overview
Class reports have been updated with a fresh new design to improve readability, consistency, and usability of the reports. The reports include text updates and improvements but has no changes to the data displayed in the reports. These changes make reports easier to interpret and understand and improve engagement with your clients.
Some reports remain unchanged. These include ATO forms and schedules and some legacy reports like CGT relief which applied to 2017.
Getting Started Checklist
We recommend that you run through the below checklist before you start using the new reports in your business.
This video shows you the key areas of the checklist so you can prepare to roll out the new reports in your business and it will also help you with troubleshooting potential issues.
| Area | Details | Action |
|---|---|---|
| Logo | If the logo uploaded to the Reporting White Label is too large, it may cause blank pages to appear in reports, even when the report header is turned off. |
Upload the default Class logo for reports, or resize the existing logo by following the instructions here |
| Update existing Report Packs | Some reports have had changes to Notes content and font. To ensure consistency between Report Packs and Single Reports, updates are required. |
Remove and re-add impacted reports in existing Report Packs created before 18th Oct 2025 or create new Report Packs. See the list of 11 impacted reports here |
| Reporting Defaults | If you previously saved changes to default note text, you’ll need to update the content under Reporting Defaults. | You can copy the note content from this user guide page here and change the font to inherited font and inherited size. |
| Member Balance History Chart | A new chart is visible in Member Statement Report when Consolidated is selected |
To load historical member balances for transitioned funds, follow the instructions You can control chart visibility by updating the new report setting called Member Balance History Chart |