Reports Standardisations

Written By Jessica Moore (Super Administrator)

Updated at April 1st, 2026

✔️Test your report often when building e.g.
 Every 3 or 4 columns will allow you to find mistakes easily

✔️Select “copy row” if you are building a report for a MultiPage scheme
This will carry the data down into the rows of all the properties on each policy

✔️Format each column as you build it e.g. 
With/without currency, 2 decimal places etc..

✔️Ensure hidden columns aren't visible when report is extracted
This ensures the report is accurate regarding which columns should be seen when downloaded