When creating a styled report or document, system-generated Macros can be used to drive contextual data. These macros allow for a user to create dynamic content or other indication text that will automatically update as the saved template is downloaded in a Package for each client. If a user needs to create their own, custom Macros they can do so by using the "Lookups" functionality. View the below article to learn more about sysem-generated Macros, or visit this article to learn more about customizeable Lookups.
Macros Available for use in Documents
The following macros may be utilized in Documents to create relative information related to each client. The macros will take effect upon the download of a Package. A user will simply insert the text in the Document to have the corresponding, dynamicly updating, data automatically apply when the Package is downloaded.
Macros Words Available for use in Report Styler
The following macros may be utilized in Report Styler to create relative information related to each client. The macros will take effect upon the download of a Package. A user will simply insert the lookup text in the Report Styler to have the corresponding, dynamicly updating, data automatically apply when the Package is downloaded. Note that the macro itself will still appear when the template is opened in the Report Styler or when the template is downloaded as a PDF export or Excel export from the Report Styler directly. The macro only displays the relative data when the template is placed in a Package and downloaded from the Package Library page.
Additional Macros Available in Report Styler
The Columns Macro allows a user to create dynamic columns in the Report Styler. The Columns Macro reads off the context of the "Frequency" that was chosen when the report was being built. This may be "by month", "by quarter", "by entity", etc, frequency. However the "by entity" frequency is where this Macro becomes highly valuable and dynamic. The purpose of this macro is to create dynamic columns for multi entity client reports. For example, "Client A" may have three entities, whereas "Client B" may have twenty-five entities. The purpose of the columns Macro is to allow an Admin, Leader or Manager the ability to create a consolidating report (entities side-by-side) and then have this report dynamically update across all clients so that relative entities appear in the columns.
Similarly, the Accounts Macro allows a user to create a dynamically updating chart of accounts in the Report Styler. This enables a user who is creating reports for multiple clients / companies to build a template one time that can still be utilized across many clients / companies even though the chart of accounts may vary widely. The Accounts Macro simply enables each client's / company's CoA or SCoA to load dynamically into the template upon download or refresh. Another version of the Accounts Macro, the Custom Indented-Dynamic Accounts Macro, allows the user to set certain spacing requirments preceeding the macro. Based upon the spaces input before the macro the chart of accounts will dynamically populate under the desired spacing requriements.
Learn more about building a dynamic columns and accounts report in this article.