Introducing the All-New Report Packs
Get Early Access by contacting our Support Team.
Transform Your Financial Reports Into Professional Presentations.
Say goodbye to piecing together reports from multiple sources. We've rebuilt Report Packs to help you create stunning, comprehensive reports with ease. Whether it's board packs, monthly management reports, or client updates, Report Packs transform your data into clear, professional documents. Present live, download as PDF or Excel, and schedule to suit any reporting cycle.
What’s changed
When we switch Early Access on, you'll notice some important changes when you log in. All your existing custom reports are safe and working exactly as before. We've simply renamed and reorganised them to make the system clearer and more powerful.
The Big Change: Custom Reports → Custom Layouts
Custom Reports are now called Custom Layouts, accessed in Financial Reports. They define the structure and formatting of your financial reports (nested groups, formulas, chart positioning, etc.).
Here's how reporting now works:
- Layouts describe the structure and format of a financial report
- Report Parameters control the data (companies, dates, currency, etc.)
- Report Output is the combination of a layout + parameters
- Report Packs bring multiple report outputs together into professional documents Layouts define structure, parameters define data, and Report Packs combine everything
Everything You Could Do Before Still Works. Check out our quick reference guide below
Quick Access When Running Reports
Everything You Could Do Before Still Works.
Use the layout selector to toggle between the built-in layout and any custom ones instantly. You can also edit or create layouts directly from here. Ideal for quick updates with real-time insights.
New "Combined" Financial Report
For complex layouts that mix P&L, Balance Sheet, and more, there’s now a dedicated Combined Report in the Financial Reports menu. Access Combined layouts more easily, without digging through individual report types.
New Ways to Access and Edit Layouts
Centralised Layouts Management
You can manage all your layouts from the Layouts page in the Settings menu.
From here you can:
- View all layouts in one place
- See which ones are used in Report Packs
- Edit, duplicate, or delete layouts
- Copy layouts between clients (if you have multi-client access)
Manage all your layouts from one central location
- Edit Layouts Within Report Packs
- Edit layouts directly inside Report Packs to see how changes appear.
Just click the "Edit Layout" icon on any report
The layout toolbar makes switching and editing fast and simple
Usage Tracking
We now show how many Report Packs use each layout, helping you understand the impact of any changes before you make them.
The Real Power: Report Packs
While layouts are the foundation, the real excitement is in what you can now build with Report Packs. Layouts are your building blocks, and Report Packs as the sophisticated structures you can now build with them.
- Combine multiple reports into professional documents
- Add charts, commentary & branding for polished presentations
- Set up automated delivery to stakeholders
- Use AI assistance for generating insights and summaries
- Create custom layouts with sections, rows, and columns
- Apply consistent formatting across all your reports
Check out our User Guides
User Guide - Deep dive into layout creation and editing Report Packs
User Guide - Step-by-step instructions for building Report Packs Questions?
The transition should be seamless, but if you have any questions about finding your Custom Layouts or using the new features, our support team is here to help. All your data and reports you previously created in Joiin is still there, it's just more powerful than ever.
Ready to explore our new reporting experience?
Get Early Access by contacting our Support Team.
View our guide (see attachment - pdf).