Select template

Last updated:
November 26, 2023

The template is the collection of pages you begin with for your report. Choosing a template doesn't lock you into a particular format, as you'll be able to add and remove pages as needed later. You can also select a different template, or save your own copy once you've made changes to the report.

Lite template

This template contains the following pages:

Further details about the accounts needed for this template are available here.

Advanced template

This template contains the following pages:

Further details about the accounts needed for this template are available here.

Once you've chosen a template, you can then add your data.

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