When you want to modify a report template, open the view Reports - Settings - Reports. Select the desired template and use the copy rows function. The templates highlighted in orange are sample templates provided by Heeros.
The copied report is created based on the template in the report menu, and a tag "copy" is added after the report name.
Modifying the Report
In the view Reports - Settings - Reports, you can easily change the general settings of the report. Select the report and press the "Edit" button.
In the editing view, you can give the report the desired name, restrict it to a specific enterprise, or change line configurations or extra tabs.
If suitable line- and tab settings are not available, you can copy and modify them.
Example:
In a long, account-based official income statement (011 LK2020), subheadings are desired. Subheadings are implemented in the template 000 LK2020.
First, copy the template 011 LK2020. Rename the copy as desired and change the Line configuration to include subheadings (available as -108 Tuloslaskelma perus LK2020):
In the future, the report template is available in the print view of reports and it generates the headers according to line configurations 108.
You can read more about modifying reports here.