🌐 Web app | 👤 Finance user
Yokoy lets you use templates to make reporting quicker. When you generate a report, you can select a predefined template for expenses, transactions or invoices.
When you build a new template, you choose the application criteria for the data. The date range is not stored in the template. You select the date range for reporting when you generate the report.
Select a report template
When you create a new report, you can select a template to use. The templates available in the dropdown list depend on the report type you select in Choose type. Only templates created for that report type are shown.
To use a template, select the corresponding template in the Templates field and click Apply.
If you want to delete your template, select Delete template.
Build a report template
To build a template, you create your report definition in the same way as if you were generating a report. You determine the reporting scope by selecting the filter criteria. The filter criteria depend on whether the report type selected is expense, invoice, or transaction data.
If you have no filter criteria you want to apply, you can also leave this section with the default settings to include all data in the analysis.
You determine the report structure by selecting the chart type, report currency, and language.
Next, you choose the data fields to be used as Columns and Rows by dragging and dropping the field to the corresponding section. The order in which you drag and drop the data fields determines how the information is displayed in the report. For example, if you want display the currency used for the expense beside the total amount, you need to drag and drop Total amount (receipt currency) and then Receipt currency.
Finally, in the Values (aggregated) dropdown list, you can decide what expense values are displayed (multiple fields can be selected).
When you have finished, click Save as new template. Enter a name for the template, and select Save as new template in the new window.
When you create a new report, you can select the template in the Selection of the template section of the Analytics menu.
🚧 Warning
Make sure you've selected the correct report type in the Choose type dropdown menu. For example, expense templates can only be applied to expense data.
To update your template, apply it and set the data fields to your new preferred configuration. Then, at the bottom of the Define report structure section, select Update template.
💡 Tip
Want to generate a new report from scratch for card transactions, expenses or invoices? Check out the use cases.