Report Builder: Creating and Saving a Report

FloQast Report Builder does not start with a blank canvas, every new report begins from one of the pre-built templates in the FloQast Reports folder. This gives you a working data structure immediately, so you can spend your time customizing rather than configuring from scratch. The steps below walk through creating a new report and saving it correctly so no work is lost.

How to Create and Save a Custom Report

Because standard FloQast library templates are read-only, you must generate a personal workspace copy using the Save As function before you can modify layout options or apply filters.

1. Locate and click the Reporting Workflow icon in the left navigation pane.
2. Click the Reporting tab at the top of the interface to launch your main Report Builder workspace.
3. In the Report Folders panel on the left, click FloQast Reports to expand the list of available system templates.

Select entity and date range matching your financial statement architecture (1) (e.g., select a Date Range activity view for an income statement trend, or an As Of view for a balance sheet).

Once the baseline grid loads with your data, click the Save As (2) button in the top-right corner, and enter the configuration dialog box fields.

In the Save As configuration dialog box:

1. Enter a distinct identifier in the Report Name field (e.g., Revenue - Trailing 12-Month View).
2. Select your target directory using the Folder dropdown. (Tip: If you want to organize tailored layouts into a brand-new directory, use the three-dot kabob menu on your left folder panel to create a unique custom folder before saving).
3. Click Save. Your custom layout is securely initialized in your personal directory and is fully editable.

Managing Workspace Layouts

Save vs. Save As Logic

Report Builder requires manual saving to preserve your layout parameters—the application does not include an auto-save function.

• Save: Commits all grid adjustments, columns, and filter criteria to your current file. Click Save frequently to avoid data loss.
• Save As: Creates a duplicate of your report under a new name or directory. Use this to build variations without overwriting your original file.

Modifying and Organizing Saved Reports

To manage your custom workspace, locate your saved report in the left-hand panel and click its three-dot (Kabob) menu to execute administrative file adjustments:

• Duplicate Report: Generates an exact clone of the layout parameters within the same folder directory. This is useful for testing new filters without altering your original report.
• Rename Report: Opens an inline text field to instantly update the report's display title.
• Move to New Folder: Opens a folder path menu. You can transition custom files to any user-created or default directory except back into the read-only FloQast Reports bank.
• Delete Report: Permanently wipes the layout configuration from your application view. (Note: This action is final and cannot be undone).

Once your report structure is saved, the next phase is limiting your scope to the correct transactional rows. Up Next: View Report Builder: Filtering Data and Configuring Columns to learn how to isolate specific account lines or departments.
 

If you have additional questions, contact support@floqast.com.

🎓 Ready to learn more? Accelerate your reporting workflow with our interactive FloQademy course: Create and Build Reports With Report Builder. This course is CPE-eligible through the FloQast AI Variance Analysis & Reporting program.