Learn how to use JOIN's Layouts feature to fully customise your financial reports. In this video, we walk through creating account groups, adding KPIs, building custom formulas like gross profit margin, and inserting charts to enhance your P&L. Perfect for finance professionals looking to tailor reports and gain better insights.
Features covered:
Creating and naming layouts
Grouping accounts (e.g., Online Sales)
Building KPIs and formulas
Rearranging and styling reports
Adding visual charts