How to Add Dynamic Reports to a Financial Package
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How to Add Dynamic Reports to a Financial Package

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Article summary

To add dynamic reports to a Financial Package, do the following:

  1. Navigate to Reports.

  2. From the File Cabinet in the left pane, navigate to the financial package in which you want to add a dynamic report.

  3. Click the financial package to launch the editor.

  4. From the Add drop-down, click New Section Child or New Section Sibling depending on the level at which you want to add the dynamic report.
    Dropdown menu shows "New Section Child" selected for the Q3 2025 Reports setup.

  5. In the Properties pane, select Dynamic Report from the Content Type drop-down. The Dynamic Report field appears.

  6. Click the Browse icon and select the required dynamic report from the Dynamic Report pane.

  7. Click Save. The selected dynamic report is added to the financial package.
    "Cash Flow Statement" added under Q3 2025 Reports, content type set to Dynamic Reports and linked to "Cash Flow Detailed" dynamic report.


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