--- title: Reports in PlanGuru Analytics description: Building Reports in PlanGuru Analytics --- [Skip to content](https://help.planguru.com/knowledge/planguru-app-online/analytics-reports#main-content) [![PlanGuru Help Center](https://help.planguru.com/hs-fs/hubfs/logo_PlanGuru_helpcenter.png?width=360&height=50&name=logo_PlanGuru_helpcenter.png)](https://help.planguru.com/knowledge?hsLang=en) - [Your Tickets](https://help.planguru.com/tickets-view) - [Sign out](https://help.planguru.com/_hcms/mem/logout) Open main navigation Close main navigation - [Your Tickets](https://help.planguru.com/tickets-view) - [Sign out](https://help.planguru.com/_hcms/mem/logout) - [Submit a Ticket](https://help.planguru.com/tickets-view/new) [Submit a Ticket](https://help.planguru.com/tickets-view/new?hsLang=en) Hello. What do you need help with? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.planguru.com/knowledge?hsLang=en) 2. [PlanGuru App (Online)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en) 3. [PlanGuru Analytics (powered by Reach Reporting)](https://help.planguru.com/knowledge/planguru-app-online?hsLang=en#planguru-analytics-powered-by-reach-reporting) # Reports in PlanGuru Analytics ## How to build reports or modify pre-built reports So now that we've established that dashboards are for monitoring everyday financials and KPIs, which is great, but what about those monthly reviews, quarterly reports, board meetings, stuff like that? Right? That brings us to reports. Reports create structure around the numbers. Right? They make sure everyone's looking at the same story with the same definitions at the same time. They show what we planned, what actually happened, and what we're gonna do about it. Right? So just like dashboards, when adding a report, you can choose from a template library, each one with its own style and focus. Again, if you hover your mouse over the tooltip, see a brief description of the template and relevant data that's included. A lot of options here. However, these are also completely customizable. So let's open up an existing report that we have here called monthly review. And here we are with the report builder here. So, you know, right off the bat, you've got your cover letter. Scroll down. You see some of these metrics that we've already applied here. And, you know, you could number one, add your company logo here. Right? You can upload an image right here. You can adjust the text in any one of these headers. Right? You can change the color, you know, of these assets to match your branding. Completely customizable here. You have the full scope of your metric library here, whether that's your own or the, you know, full library, reach templates here. And what's pretty cool is something called the scratch pad. So if you've created, you know, a page here where whether that's a section of a page, an entire page, you know, and you wanna add that to the scratch pad by clicking this button right here, that means, you know, when you're creating other reports and you want to include that page in that report without without having to rebuild it, it's as simple as clicking and dragging it over, and it will populate. So a lot of customization ability here as well.   ### 📑 Reports While **Dashboards** are ideal for monitoring daily KPIs and real-time financial performance, **Reports** are designed for structured financial communication — including: - Monthly Reviews - Quarterly Reports - Board Meetings - Investor Updates - Executive Presentations Reports create structure around the numbers. They ensure everyone is reviewing the **same story, with the same definitions, at the same time** — clearly showing: - What we planned - What actually happened - What we’re going to do about it ![report-library](https://help.planguru.com/hs-fs/hubfs/report-library.png?width=670&height=265&name=report-library.png) --- #### 1️⃣ Why Use Reports? Reports are ideal when you need: - A **formal presentation format** - Consistent recurring review documents - Structured comparison of **Budget vs Actual vs Forecast** - Professional exports for leadership or stakeholders - Branded, polished financial storytelling Unlike dashboards (which are interactive monitoring tools), reports are meant to deliver a **guided financial narrative**. --- #### 2️⃣ Choosing a Report Template Just like dashboards, when creating a report you can select from a **Template Library**. Each template includes: - A brief description - Included KPIs and visuals - Specific use-case focus Hover over the tooltip to preview details before selecting. ![Report-Description](https://help.planguru.com/hs-fs/hubfs/Report-Description.png?width=388&height=408&name=Report-Description.png) There are templates for: - Monthly reviews - Financial summaries - Variance reporting - Cash flow analysis - Executive board packages - And more --- #### 3️⃣ Opening the Report Builder Let’s look at an example: **Monthly Review Report**. When opened, you’ll enter the **Report Builder interface**. ![report-builder](https://help.planguru.com/hs-fs/hubfs/report-builder.png?width=670&height=330&name=report-builder.png) Right away, you’ll notice: - A cover page - Structured report sections - Metrics already applied to pages - Editable content blocks --- #### 4️⃣ Customizing Your Report Reports are fully customizable — from layout to branding. --- ### 🖼 Adding Branding You can: - Upload your **Company Logo** - Adjust header text - Modify section titles - Change colors to match your brand guidelines ![logo-library](https://help.planguru.com/hs-fs/hubfs/logo-library.png?width=324&height=257&name=logo-library.png) This ensures your reports align with your company’s visual identity. --- ### ✏️ Editing Text & Layout Every header and text block can be edited: - Update commentary - Modify section names - Add executive summaries - Provide contextual analysis ![live-text](https://help.planguru.com/hs-fs/hubfs/live-text.png?width=257&height=489&name=live-text.png) Reports allow you to combine **financial visuals with written interpretation**. --- #### 5️⃣ Using the Metric Library Inside the Report Builder, you have access to: - Your saved metric templates - The full PlanGuru Analytics/Reach template library - Previously created dashboard metrics You can drag and drop metrics directly into your report pages. ![Edit Metric](https://help.planguru.com/hs-fs/hubfs/Edit%20Metric.png?width=670&height=259&name=Edit%20Metric.png) This makes report building efficient and consistent. --- #### 6️⃣ The Scratch Pad Feature One of the most powerful report tools is the **Scratch Pad**. ### What is the Scratch Pad? The Scratch Pad allows you to save: - A section of a page - An entire page - A custom layout So you can reuse it in future reports without rebuilding it. ![Add-Scratch Pad](https://help.planguru.com/hs-fs/hubfs/Add-Scratch%20Pad.png?width=670&height=370&name=Add-Scratch%20Pad.png) ### How It Works 1. Click the **Add to Scratch Pad** button on a page or section. 2. The layout is saved. 3. In future reports, simply drag it in from the Scratch Pad. 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