VIDEO: Reporting with Castaway (9:23)

This short training video reviews several of Castaway's key financial reports and covers a range of important reporting techniques to help you get the most out of reporting with Castaway.

 

Report Types

  • Profit & Loss (1:34)
  • Balance Sheet (1:53)
  • Funds Flow Report (3:06)
  • Ratio & statistics report (5:10)

Reporting Techniques

  • Adding logos (1:11)
  • Tailoring report columns (2:02)
  • Tailoring report rows (2:24)
  • 3-way modelling (2:50)
  • Report drilldowns (4:30)
  • Adding custom formulas (5:26)
  • Building flexible dashboards (6:25)
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