📊Effortless Financial Reporting at Your Fingertips with OTR
Transform your financial reporting process with Forecast 5's One Touch Reporting. Design a custom Excel template—complete with your branding, cover pages, and commentary—and let Forecast 5 populate it with your selected reports.
From Profit & Loss statements to Cashflow summaries, generate professional, bank-approved reports in minutes, not hours. Streamline your workflow and impress stakeholders with polished, ready-to-share documents.
How Do I Use One Touch Reporting?
🔹Open Excel and design your title page, contents page and anything else you want included.
🔹Save the file, click the One Touch button in Forecast 5 and select the file as your template.
🔹Select the reports you want and Forecast 5 will drop the reports into the template for you!
