Overview
When creating a styled report or document, you can use system-generated "helpers" called "macros" which allow a user to create dynamic content that will automatically update as the saved template is downloaded in a Package. A user can create their own custom macros by using the "Lookups" functionality; visit this article to learn more about customizable Lookups.
View the below article to learn more about when to use system-generated macros:
Macros for Use in the Report Styler or Packaged Documents
The following macros may be utilized in Documents to create relative information related to each client. The macros will take effect upon the download of a Package. A user will simply insert the text in the Document to have the corresponding, dynamically updating data automatically apply when the Package is downloaded.
| Desired Information | Macro | Notes |
| User Email | %%MyEmail%% | Fills in the email of the current user logged in when downloading the package or when creating reports. |
| User First Name | %%MyFirstName%% | Fills in the first name of the current user logged in when downloading the package or when creating reports. |
| User Last Name | %%MyLastName%% | Fills in the last name of the current user logged in when downloading the package or when creating reports. |
| Date | %%Today%% | Fills in the date the package or report is being created or when downloading a package. |
| Company/Client Name | %%CurrentCompany%% | Returns the current Qvinci Company/Client name in packages or when creating reports. |
| Report Entities List | %%ReportEntities%% | Returns a list of all Entities selected under "Filter Entities" in both reports and packages. |
| First Entity | %%FirstEntity%% | Returns the first alphabetical Entity selected under "Filter Entities". |
| Report Closing Date List | %%ReportClosingDates%% | Returns a list of report closing dates, such as "July 31, 2022." |
Additional Macros Available in Report Styler
The Columns Macro allows a user to create dynamic columns in the Report Styler. The Columns Macro reads off the context of the "Frequency" that was chosen when the report was being built. This may be "by month," "by quarter," or "by entity" frequency, etc. However, the "by entity" frequency is where this macro becomes highly valuable and dynamic. The purpose of this macro is to create dynamic columns for multi-entity client reports. For example, "Client A" may have three entities, whereas "Client B" may have twenty-five entities. The purpose of the Columns Macro is to allow an Admin, Leader, or Manager the ability to create a consolidating report (entities side-by-side) and then have this report dynamically update across all clients so that relative entities appear in the columns.
Similarly, the Accounts Macro allows a user to create a dynamically updating chart of accounts in the Report Styler. This enables a user who is creating reports for multiple clients/companies to build a template one time that can still be utilized across many clients/companies even though the Chart of Accounts may vary widely. The Accounts Macro simply enables each client's/company's CoA or SCoA to load dynamically into the template upon download or refresh. Another version of the Accounts Macro, the Custom Indented-Dynamic Accounts Macro, allows the user to set certain spacing requirements preceding the macro. Based upon the spaces input before the macro, the Chart of Accounts will dynamically populate under the desired spacing requirements.
| Desired Info | Macro | Notes |
| Dynamic Accounts | %%accounts%% | This returns the Entity's accounts for the specified account type, with indentation based on the account's hierarchy (similar to QuickBooks). |
| Dynamic Custom-Indented Accounts | %%accountsci%% (Custom indent) |
This returns the Entity's accounts for the specified account types, with flat indentation based on the number of spaces in front of the macro. |
| Page Break | %%break%% | This inserts a page break between sections of the report (i.e., between Assets and Liabilities). |
| Column Break | %%colbreak%% | This inserts a page break between columns of the report. |
| Insert a Row |
%%custom-row: [custom text or formula here] %%
|
This inserts a row with desired text or data. |
Referencing "As of Date"
Users can reference the flexible and ever-changing "As Of Date" setting in their reports in 1 of 2 ways.
| Output | Macro | Notes |
| Prints the current As of Date into a standalone cell | {{As Of Date}} | Upon preview/hydration, this macro turns into the current As of Date. You can format the cell to adjust how this date displays. |
| References the current As of Date in a formula | "{{As Of Date}}" |
To reference the As of Date mid-formula, wrap it in quotation marks. Text () formulas can allow you to format the date's display when concatenating it with other text. Example Formula: |
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