📊Effortless Financial Reporting at Your Fingertips with OTR
Take the stress out of financial reporting with Forecast 5’s One Touch Reporting. Simply design your custom Excel template—complete with branding, cover pages, and commentary—and let Forecast 5 instantly populate it with your chosen reports.
From detailed Profit & Loss statements to comprehensive Cashflow summaries, produce bank-ready, polished reports in minutes, not hours. Simplify your workflow, save time, and deliver professional reports that impress stakeholders every time.
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!