No one wants to spend hours building and rebuilding reports. That's why you chose Syft in the first place.
While we know that not every client, stakeholder, or team member will benefit from the same template, we've noticed that many reports simply require a little bit of tweaking to meet different parties' needs. That's where the Duplicate button enters the picture.
Let's take a look at what this means in real terms.
Why duplicate templates? 🧐
You've taken the time to set up the perfect report template, complete with all the necessary reports and commentary. You've branded it with one of the preset themes, added AI Commentary, previewed it, and deemed it ready to be sent to your client, department manager, investor, etc... But then you realize that there's another person who needs to see a very similar report - an almost identical report.
Emphasis on the almost.
You don't want to spend ages rebuilding a template and just leaving out the financial reports they don't need, while adding in a new forecast... Who has time for that?
No problem. We have the perfect solution. Meet your new best friend in the Reports tool - duplicates.
Now, duplicating a report is as easy as two clicks, and then all you need to do is remove the relevant sections and add in whatever's missing.
How does this work? 💫
It's a lot easier than you might think! To duplicate a template, simply follow these steps:
Navigate to Reports and then Templates.
Find the template you would like to duplicate.
Hover your cursor to the right-hand side of the template's name.
Three dots will appear. Click on these three dots.
Select the top option in the dialogue menu - "Duplicate template."
From here, you can choose to delete any sections from the existing template or to add any new sections.
Click on the pencil icon next to the report name to rename it.
Click "Done."
And there you have it! You've duplicated your almost perfect template, tweaked it a bit, and now it's good to go.
Closing thoughts 💭
At Syft, we're all about making the report building process as simple as possible. You don't want to have to waste timing rebuilding reports when you already have an almost perfect template to start with. While this may be a small change, its impact is great, helping you work smarter rather than harder on generating and sharing reports.