Best Practices

Financial Package

• Copying and pasting text from an outside editor such as Microsoft Word will not retain the source formatting options. Establish the formatting within the Text Editor, save the Text content type, and the formatting will be retained in the Financial Package Report.
• Do not run the same Financial Package report multiple times simultaneously. Wait until the previous request is complete before initiating another or data loss issues may occur in the report.
• Do not use variables with the USD dollar $ symbol in text sections because it will be converted to hyperlinks and the variable value will not be replaced. Use a space after $.
• Close the Excel file before linking it to the Financial Package Publisher or it will be blank.

PowerPoint Output

• Add only the Cover Slide to the template. Financial Package generated output is displayed after the template ends. So, nothing should be added beyond the first slide in the template so that the Financial Package content can be published from the second slide and onwards.
• A table of contents will be replaced with Agenda in PowerPoint output