Adjusting existing reports - copying existing code to new templatese

[Coene]

Hello Sven,

intrigued by the technical workshops, I have two questions concerning the code of reports.

1. Can we view the code of existing reports developed by Silverfin? The existing reports are very good, but I want to modify some small things according to the comments of collegues of the office. Can I copy some things in these reports to a new template and modify the aspects we want to change or do I need to create a whole new template starting of zero?

2. When we attach some documents (notary acts, Excel-tables,…) to a GL-account, in the export these documents come as an attachment (‘bijlagen’) after the overview of all GL-accounts. Can I change this in the way that an attachment comes directly after the detail of one GL-account and not after the whole bunch of GL-accounts?
   Maybe I can create a template for this specific GL-accounts (not so many) if this matter could not changed?

Best regards

[sven]

Hi @Coene,

Glad you’ve found your way to the community

1. you mean the actual reports, right? Because reports are not in Liquid-code, so you can’t change that )(only text, account and recon templates as well as create export-files (xml, csv, … ).

2. you can’t change that really (and why would? the attachments are clickable to go right to the attachment, right?
   But, you can have a look at this perhaps :

CASE: create reconciliation templates just to add attachments in the working papers

Let’s say you have 5 different exports configured, and they all need the annual accounts (one PDF-file), and all the attachments done for BizzTax (several attachments). If an user would want to generate this exports, they will need to add the needed attachments 5 times (each for every export). To avoid this, you could also create specifically reconciliation templates for this, that only let you add attachments in the recon template in the working papers: [21] To create this, you add …

Let us know if it works for you.