Company Settings

Company Settings control how your reports are generated and distributed. These settings only need to be configured once, but they can be updated at any time should your reporting requirements change.

Company Information

The Company Name entered in Company Settings is used throughout the Reporting Platform and appears on generated reports where applicable.

Keep this information up to date so that your reports correctly identify your organisation.

Fiscal Year

Select the month in which your financial year begins.

The Reporting Platform uses this information when calculating financial periods such as Year-to-Date (YTD), Previous Year-to-Date (PYTD) and financial year comparisons.

For example, if your financial year begins in July, selecting July ensures that all reports use the correct reporting periods.

Currency Symbol

Enter the currency symbol that should appear on your reports.

  • R
  • $
  • €
  • £
  • A$
  • NZ$
  • N$

The Reporting Platform does not perform currency conversion. The selected symbol is used when displaying monetary values on reports.

Report Distribution

Report distribution determines who receives your scheduled reports.

  • Up to two primary recipients may be entered.
  • Up to four CC recipients may be entered.
  • Email addresses are validated before being saved.
  • Duplicate email addresses are removed automatically.

For larger teams we recommend using a distribution group such as sales@yourcompany.com.

Updating Your Settings

Changes take effect immediately after they have been saved.

Future reports will automatically use the updated fiscal year, currency symbol and distribution settings.

Tip: Review your Company Settings whenever your financial year changes or your report recipients need to be updated. Keeping these settings current helps ensure reports are delivered to the right people using the correct reporting periods.

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