IN THIS SECTION
- Overview
- Adding a Report to a Pack
- Report Pack List Page
- Viewing and Downloading Report Packs
- Building Report Packs
- Fixing Report Pack Issues
- Emailing Report Packs
NOTE: This article covers the new and updated version of Report Packs. If you’re using the older version in Joiin, you may want to refer to this article instead.
Overview
Report Packs let you bring together multiple reports, charts and commentary into a single, professional document that’s easy to share and present. Whether you’re preparing board packs, monthly management reports or client updates, Report Packs help you:
Combine multiple reports into one document – mix financial reports, custom visuals and written analysis in a structured format.
Tailor content for different audiences – apply filters, layouts and commentary to suit different use cases or stakeholders.
Present live or export to PDF/Excel – choose full-screen mode for presentations or export packs to share as files.
Automate distribution – schedule report packs to be emailed weekly or monthly to your team, clients or board members.
Create branded, polished output – customise cover pages, themes and layouts to reflect your company’s branding.
Control structure and layout – use sections, rows and columns to build reports your way, with full control over formatting and flow.
Support compliance and reporting standards – structure your packs to meet requirements for GAAP, IFRS and other regulatory frameworks.
With Report Packs, you can turn complex financial data into clear, well-structured insights — all in just a few clicks.
Adding a Report to a Pack
The best way to get started with Report Packs is to add a report to a pack. To do this simply run any report with the desired filters applied (e.g. Year to date, compare to Previous Period) then click on the Add to report pack button.
Now you can select an existing Report Pack or click on the Add new button to create a new Report Pack.
Enter the name of your new Report Pack and click on Next. On the next screen you can change the name of the report that will be displayed in the Report Pack and, depending on the report filters you selected, choose to make the dates dynamic.
See the Dynamic Dates section for more information on the Dynamic toggle.
Click on Add and the new report pack will be created and the report added to it.
You will be presented with the new report pack, with the report added to it.
NOTE: The report will be added into a new Section at the end of the report pack - along with a new Text block containing the a title for the report. You can amend this, move the section to another place etc. as required.
Once you've created a Report Pack you can build it out further by adding Sections, Rows, Charts, Text Components etc. or you can add more reports in the same way.
Other ways to create a Report Pack
Alternatively, you can create a report pack from scratch the Report Pack List page. Simply navigate to the Report Packs page from the left menu and click on the New Report Pack button to create a new, empty, report pack. From there you can Add a Section and start to build your new Report Pack.
Report Pack List Page
The Report Pack list is your central hub for managing all report packs. From here, you can:
View all report packs at a glance, with key details like last update time and report contents (e.g. number of tables and charts).
Create new packs using the pink + New Report Pack button.
Open existing packs to edit or review their contents.
Download reports as PDF or Excel using the download icon.
Share packs via email or schedule automated sending. See Emailing Report Packs section for more info.
Sort and filter your list to find specific packs quickly.
Set a favourite using the star icon for quick access to key reports.
This page makes it easy to keep your report packs organised, accessible, and ready to share.
Viewing and Downloading Report Packs
From the Report Pack List page you can click on a Report Pack to view it. By default the report will display in Builder mode, where you can modify the contents of the report by hovering over the sections to access the edit tools.
The pack is displayed in an intuitive visual way that represents how it would appear on the printed page (when you download to PDF - see below). You can select the paper size and orientation for your report pack sections (see Global Settings section below) and this will dictate how the components appear within the pack.
A note on Page Breaks
Each Section starts a new page which is represented on screen as with a page outline as below.
When a section contains content (such as reports, charts or text) that crosses a page break, Joiin displays a PB icon to indicate where the break occurs. Hover over the icon to reveal a visual line showing the exact page break position. Because it’s not always possible to automatically split elements like charts or reports cleanly, Joiin avoids making assumptions - cutting through the middle of a chart, for example, is rarely ideal. Instead, you can review the layout yourself and adjust the content as needed. This also ensures a smooth, uninterrupted flow when the pack is viewed online.
TIP: You can force a page break to occur at a particular point in a report using Layouts. Set the Page break before setting on a Group within your Layout to achieve this. See this section of the Layouts article for more info.
A note on columns
If your report contains a lot of columns, it is not easy to fit all those columns on a page in a presentable way. Joiin will fit as many columns as it can within the selected paper size. If there are too many columns to fit, the report will be truncated (right-most columns removed) when downloaded to PDF - when viewing online though you can scroll from left to right to view the whole report.
A note on Expanding/Collapsing Groups
When viewing a report in a report pack you can expand or collapse groups - this makes the groups expand/collapse for viewing purposes but these changes are not saved and it does not change how the downloaded PDF will appear. You can change the Layout of any report if you wish to change the way groups are expanded or collapsed permanently.
Presentation Mode
Click on the Present button to view the report in Read Only, Full Screen mode. This is useful if you are presenting the pack to an audience online or on a big screen.
Downloading a Report Pack
You can download a Report Pack to PDF or Excel by clicking on the download icon to the top right of the pack in Builder mode. Alternatively by clicking on the download icon next to the pack in the Report Pack list.
Select the desired output format: PDF or Excel.
Your Excel file will be downloaded - the Excel file contains a separate worksheet (tab) for each report within the Report Pack.
NOTE: the Excel download contains a separate worksheet (tab) for each Report within the Report Pack. Currently any charts or text you have in your report packs will not appear in the Excel version.
Building Report Packs
Report Packs are made up of multiple components — reports, charts and text — arranged within rows, columns and sections to create a complete pack. Once built, the pack can be viewed online or shared as a document.
This section walks through each of the components used to build a pack and explains how to use them effectively.
NOTE: As you build your report pack, changes will be automatically saved.
Global Report Pack Settings
You can customise the look and feel of entire report pack through global settings, accessed through the Settings menu at the top right. Any changes made to the settings here will be applied across the whole of the report pack.
Global Report Pack settings are split into the following areas.
Colours
You can change the colours used throughout a report pack. Select Colours from the Settings menu. Select one of the pre-defined colour palettes or click on the colour at the top and select a custom colour. The colour palette selected here will be used in certain areas of the report, such as the border on the cover page and highlighting within reports rows/columns.
Format
Select Format from the Settings menu to set formatting properties for the whole report pack. The available options are described below.
| Setting | Description |
|---|---|
| Page Orientation | Choose the orientation - controls how the report appears when it is downloaded as a PDF (and printed). |
| Page Size | Choose the paper size - controls how the report appears when it is downloaded as a PDF (and printed). |
| Table Density | Controls how reports are displayed. It controls how much space appears between rows and columns, allowing you control how much appears on one screen and how easy results are to read. There are three settings: Comfortable, Compact and Condensed. |
| Negative Values Format | Choose whether negative values are formatted with brackets or not. |
| Hide Decimal Places | Choose whether to hide decimal places on report and chart output. |
| Hide Currency | Choose whether to hide the currency symbol on values. |
| In Thousands | Choose to show all values on all reports rounded to the nearest thousand. This can be helpful to make report output clearer if you have large numbers. and can be used along with the Hide decimal places setting. |
Sections Order
You can change the order of sections within your pack through this option. When you click on the option is displays a list of sections - from there you can drag and drop the sections to order them in the sequence you desire. Click Apply Changes once done.
Cover and Contents Pages
You can add a Cover or Contents page to your report pack by clicking on the Add Content button at the top of the pack. You can only add one Cover or Contents page per pack.
Cover Page
Select Cover Page from the Add Content menu to add a cover page. A default cover page will be added - from there you can customise the cover page by clicking on the edit icon at the top right of the page.
You can experiment with the options to obtain the desired look for your cover page. As you change the options, the appearance will change on the left hand side. The options are as follows.
| Option | Description |
|---|---|
| Paper Size | Choose the paper size for the cover - controls how the report appears when it is downloaded as a PDF (and printed). |
| Orientation | Choose the orientation for the cover - controls how the report appears when it is downloaded as a PDF (and printed). |
| Design Type | Choose the design for the cover - this controls the layout and style of the cover page. There are several options such as Card Image, Background Image, Split Image. |
| Logos | Select the logos you wish to appear on the cover page. You can choose up to two logos. The logos that are used here are the logos you have uploaded on the Account page. |
| Background Image | Select a background image for your cover page. How the image is displayed will depend on the Design Type selected. |
| Tagline | Enter text for a sub-heading. |
| Headline | Enter text to be displayed as the main heading. |
| Subtext | Enter additional text to be displayed. This can be formatted as rich text - you can select a variety of formatting options such as Bold, fonts, colours, hyperlinks etc. |
Once you are happy with the options, click on Save to save your changes.
To delete the cover page click on the Delete icon at the top right of the cover page.
Contents Page
Select Contents Page from the Add Content menu to add a contents page. The page will be added, listing the contents in order of the sections you have in your report pack and using the Section Headlines as the names.
You can re-order the sections from the Contents page by clicking on the edit icon at the top right of the Contents page.
You can delete the contents page by clicking on the delete icon at the top right of the Contents page.
Sections
The first step in building a Report Pack is to add a Section. When you create a new pack, you’ll see a prompt inviting you to add your first Section.
A Section is a defined area within the pack where you can place content. Each Section starts on a new page and has its own settings for page size and orientation. You can also add an optional heading, tagline and introductory text.
Every report pack requires at least one Section, but you can add additional ones to control page breaks or to change layout settings — such as switching from portrait to landscape — at different points in the pack.
Sections also define the context for AI text generation. See AI Text generation below.
Adding a Section
To add a section simply click on the Add Section button that appears above or below an existing section. A blank section will appear, ready for you to add content.
Alternatively click on the Add Content button at the top and choose to add a section at the top or the bottom.
Editing a Section
You can change the settings of a Section by clicking on the Edit icon on the Section toolbar that appears to the top-right of each Section.
When editing a section you have the following options.
| Setting | Description |
|---|---|
| Paper Size | Choose the paper size for this section - controls how the report appears when it is downloaded as a PDF (and printed). |
| Orientation | Choose the orientation - controls how the report appears when it is downloaded as a PDF (and printed). |
| Tagline | Add text which will appear as a tagline at the top of the section. |
| Headline | Add text which will appear as a heading at the top of the section. |
| Subtext | Add text which will appear below the heading at the top of the section. This text can be formatted using a rich text editor and generated by AI using the context of the content of that section. See AI Text generation section below for more info. |
Rows
Within each Section, you can add multiple Rows to structure your content. Rows let you create layouts with multiple columns of varying widths, giving you control over how information is arranged on the page.
This allows you to position reports, charts and text above, below or alongside one another — helping you design a pack that looks clear, professional and easy to read.
Adding a Row
To add a row, click the Add First Row button. If your section already contains a row, simply hover over it to reveal the Row Toolbar.
The toolbar gives you options for managing rows. To insert a new row, click the plus (+) icon and choose whether to add the row above or below the current one.
Next select the Layout for the row - this controls how many columns will appear in the row. There are five options:
| Row Layout | Description |
|---|---|
| 1 Column | One column spans the whole row. |
| 2 Columns - Equal size | Two columns. With this option you can choose from 3 sub-options: - Two equal size columns. - Two columns, left-hand column is narrower (33%) than right (67%). - Two columns, right-hand column is narrower (33%) than left (67%). |
| 3 Columns | Three equal size columns. |
Once selected a new row will appear with placeholders for the content you will place into that row. See Content section below.
Changing the Layout of a Row
You can change the layout of a row by clicking on the Layout icons on the Row Toolbar. Click the layout icon and select the desired layout. If you are in 2-column mode you can additionally click the Ratio icon to change the size of each column.
Deleting a Row
You can delete a row by clicking on the delete icon on the Row Toolbar.
Content
Once you've placed a Row into a Section on your Pack you can add content. Content is the meat of the Report Pack. It is the means by which your underlying data is presented and brought to life. Content can be one of the following:
Report
A report in tabular format - this can be any of Joiin's reports, Financial, Sales or KPI and include any format and layout (nested groups and formulas etc.) and any Report Filters (companies, dates, comparison periods etc.).
Chart
A chart - line, bar, donut etc. These charts work like the Dashboard Charts and can be formatted to display a wide range of information in a variety of formats.
Text
A block of text. Text can include a headline, tagline and body of text. Additionally AI can be used to generate text, based on the context of the reports and charts within that Section.
How Report and Chart Content looks depends on the Layout/Format and the Report Parameters that you choose. The former defines the structure and appearance and the latter defines the data that is used. Content that you add is interactive when viewed online, in the same way it is when you view that content through the Reports and Dashboard.
Content - Reports
Adding Reports
To add a report, choose the Add Report option on the Row. You will then be prompted to choose which type of report to add. You can choose from any one of the available Joiin Financial, KPI and Sales reports.
Next choose the Layout. Layouts define how a report is structured and formatted - as well as selecting a Layout here you can also edit and create layouts if required - see the Layouts article for more information on using and editing layouts.
Once you've selected the Layout your report will be added to the pack. The report will be added with the default Report Parameters (first two companies, current and previous 3 periods) and generated so you can see the live report results.
TIP: You can also add Reports to a Report Packs directly when running reports - see above. When you do this the Report Parameters will be those you have selected when running the report.
Editing Report Parameters
Once you've added a report you can change the Report Parameters by clicking on the Edit Report Parameters icon on the report toolbar which appears at the top right of a report.
See the Report Parameters section of the Running Reports article for more information on the report parameters that can be set. Once you've made the changes click on the Save button and the report will be re-generated with the new parameters.
A note on Dynamic Dates
A dynamic date is a setting you can apply to a report that keeps the report output relative to the current date. Instead of choosing a fixed date, you select a rule—like “last day of the month” or “7 days from today.”
As time passes, the report date updates automatically based on the rule you’ve set. For example, if you choose “last day of the month,” your report will always run to the end of the current month—no need to update it manually.
It’s a powerful way to keep reports relevant and up-to-date, especially for scheduled report packs or regular analysis.
Editing Report Layout
You can also change the report layout by clicking on the Edit Report Layout icon on the report toolbar. You will be prompted to select a different layout - you can also edit or create layouts from here. See the Layouts article for more information on using and editing layouts.
Deleting a Report
You can delete a Report from a Report Pack by clicking on the Remove Report icon on the report toolbar.
Content - Charts
Adding Charts
To add a Chart, choose the Add Chart option on the Row. You will then be prompted to select which chart you wish to add. The available charts are explained in the Adding Widgets section of the Dashboard article. Once you have selected the desired Chart and options the chart will be generated and appear in the Report Pack.
Editing Chart Parameters
After adding a chart you can edit the chart parameters and options by clicking on the Edit icon on the Chart toolbar.
NOTE: Report Pack Charts have their own report filters - this is distinct from Layout Charts which are linked to the report that is using that layout - the filters being used for that specific report will be used to generate the chart.
Deleting a Chart
You can delete a chart from the report pack by clicking on the Delete icon on the Chart toolbar.
Content - Text
Adding Text
You can add a Text block to your pack by clicking on the Add Text option on the Row.
When you add a Text block you can set the following options:
| Option | Description |
|---|---|
| Tagline | OPTIONAL. A tagline for your text block - this will appear at the top of the text block as a sub-heading. |
| Headline | OPTIONAL. A headline for your text block - this will appear at the top of the text block as a heading. |
| Subtext | Text you wish to display. This is rich text which can be formatted using the formatting toolbar - you can set text to be Bold, Italic, change the font size, add hyperlinks etc. You can also use context-based AI to generate text that relates to the content within the section - see below. |
AI Text Generation
You can write your own text or Joiin can generate text automatically using context-based AI. Text will be generated with our Joiin Intelligence AI technology and use information from the Reports and Charts within the section as context.
To do this, first select the reports and/or charts within the section that you wish to write text about.
Next, simply type a forward slash (/) into the text window and options for what to generate will be provided. These options include:
Select an option, or enter a specific question, and wait for the text to be generated. From there you can edit or format the text as required for your report pack. You can see what your text will look like in the report pack on the left-hand side as you edit.
Editing Text
You can edit a text component at any time by clicking on the edit icon on the Text toolbar at the top right.
Deleting Text
You can delete a text component by clicking on the delete icon on the Text toolbar at the top right.
Fixing Report Pack Issues
Sometimes, if you remove Companies or Groups from your account or change the Company import dates, previously created Report Packs can be come invalid. If this happens a message will be displayed in the Report Pack where reports or charts are invalid.
Issues can be easily fixed by clicking on the Fix Configuration link - this will open the report parameter settings and highlight what is invalid where appropriate, e.g.
The parameters that have changed and/or need to be addressed will be highlighted with their previous values noted if appropriate. Fix any issues and click on the Save when done.
Emailing Report Packs
You can automate the sending of Report Pack emails. Emails will be sent to the selected user with a PDF and/or Excel version of the Report Pack attached.
Scheduling Emails
- Select Report Packs from the left menu.
- Click on the Share button next to the Report Pack you wish to schedule.
- You have the option to Schedule email or Send email now - select the Schedule email option.
- Select the frequency and schedule, Weekly or Monthly
- If Weekly selected, select the days of the week you wish the report pack to be emailed
- If Monthly selected, select the day of the month you wish the report pack to be emailed
- In the Upcoming section you will see the next three dates the emails will be sent
- Select the Format - PDF and/or Excel
- Select the users you wish the email to be sent to - the list will contain all the users that are already part of your Joiin team. Check the ones you wish to receive the email.
- You can add additional emails, for people who are not part of the team by clicking on the Add external user link.
- You can invite new users to Joiin by clicking on the Invite New user to join link - this will take you to the User Management page
- Enter the email address and name of the recipient to add them to the list.
- Click on Update Schedule button to schedule the emails.
- The Schedule icon will turn blue to indicate the report pack has been scheduled.
Unsubscribing
Any user who receives a report pack email can unsubscribe at any time by clicking on the unsubscribe link in the email. If they do this they will be removed from the list of users in the report pack schedule.
Delete a Schedule
You can cancel a schedule so that no more emails are sent for a Report Pack by clicking on the Delete Schedule button.
Sending an Email Now
You can email a Report Pack to users at any time, by selecting the Send email now option.
- Select Report Packs from the left menu.
- Click on the Share buttonto the right of the Report Pack to be emailed and select Send email now .
- This opens a popup
- Select the format: PDF and/or Excel.
- Select the users you wish the email to be sent to - this will display all the users that have been invited. You can invite any additional users via the User Management page should you wish.
- You can add additional emails, for people who are not part of the team by clicking on the Add external user link.
- You can invite new users to Joiin by clicking on the Invite New user to join link - this will take you to the User Management page
- Click the Send Now button.
- Emails will be sent to the selected recipients, with the Report Pack attached.