Custom reports allow you to copy and then customise existing Class letters and minutes; add your own custom Word documents; add PDFs to Report Packages. This page explains the process for creating and customising these reports.

We will teach you how to customise the following;

• Adding Custom Word Documents
• Using Custom Font 
• Adding & Adjusting Minutes and Letters
• Adding PDF Reports

Adding Custom Word Documents

You can add Word documents to Class that you already customised in Word. For example, you may have a letter already created in Word that you would like to add to Class so you can easily add it to your report packages. 

Navigate to Business level > Reports > Custom reports

1. Click New
2. Select Custom Word Document
   
   
   
   
3. Enter a Report Name (Default is New Custom Report)
4. Click Select File button 
   
   
5. Select your Word document when your File Explorer window opens (example only)
   
   
6. Once the file is selected it will be added (example only)
7. Click Create button
   
   
8. The report will be saved and the screen will update (Three buttons will display across the top including Save, Delete and Download File)
   
   
   

You can now add your report to report packages or run as a single report from Run a Report at the Fund level.

Using Custom Font 

If you are using a custom font on your Word document, you would need to save this first before uploading the document into Class. To do this in Word, simply select File > Options > Save then tick Embed fonts in the file:

You must create and customise your Word documents in Word using the Class Merge Fields before uploading them.

Adding & Adjusting Minutes and Letters

Below is a list of our reports that you can copy and customise:

• Annual Trustee Minutes/Resolutions
• Cover Letter
• Cover Page
• General Minute / Letter
• Investment Movement and Returns Report
• Trustee Declaration Report

Navigate to Business level > Reports > Custom reports

1. Click New
2. Select Custom Class Report
   
   
3. Enter a Report Name (Default is New Custom Report)
4. Copy From use the drop-down menu for the list of reports you can copy and customise
   
   
5. Click Create
   
   
   
   
6. Click Save (Once you have customised the letter/minute to your specifications)
   
   

You can now add your report to report packages or run as a single report from Reports > Run a Report at the Fund level.

Adding PDF Reports

1. Click New
2. Select PDF Report
   
   
   
   
3. Click Select File button
   
   
   
   
4. Select your PDF document when your File Explorer window opens (example only)
   
   
   
   
5. Once the file is selected it will be added (example only)
6. Click Create button
   
   

You can now add your report to report packages or run as a single report from Run a Report at the Fund level.

Whats' Next

Learn how to create a Report Packages