Create a New Package

Overview

A Package allows you to combine one or more reports, documents, or sheets into a single deliverable. Packages can be exported as PDFs or Excel files and may optionally include a cover page, disclosures, definitions, headers, and footers. This makes it easy to consistently generate and share reporting deliverables.

Packages can be used for downloading or sharing, and they may contain a single item or multiple items depending on your needs.

Important Planning Note
Before creating or editing a package, we strongly recommend that all reports, documents, headers, and footers are created in advance. If you attempt to create or edit these items from within the Package Editor, you will be redirected out of the editor and any unsaved package work will be lost.

What Can Be Included in a Package

A package may include:

• Any number of customized reports

• Saved report templates from the Qvinci Gallery

• Documents

• Headers and footers

Creating a New Package

1. Navigate to Reports & Libraries > Libraries.

2. Click the green Create button in the upper-right corner and select New Package.

3. Use the available filters to locate reports.

4. Select the reports from the Reports tab as either the PDF Exports or Excel Exports.

   • Reports are added to the bottom of the list by default.

5. Reorder PDF items as needed by dragging them into your preferred sequence.

   • Excel exports cannot be reordered like PDFs.

6. To include documents, select the Documents tab and drag documents into the PDF Exports section.

   • Documents can only be included in PDF exports.

7. If headers or footers are available, drag them into the appropriate section.

   • Note: Images in headers or footers are not supported and may produce unpredictable results.

8. Click Save, name your package, and it will be stored under the Mine tab.

Naming Tip
Avoid special characters such as <, >, \, {, } when naming packages, as these will cause errors.

Using an Existing Package as a Template

You can save time by starting from an existing package and modifying it.

1. Navigate to Reports & Libraries > Libraries.

2. Click Edit next to an existing package. .

3. Select the reports from the Reports tab as either the PDF Exports or Excel Exports.

   • Reports are added to the bottom of the list by default.

OR

4. Reorder PDF items as needed by dragging them into your preferred sequence.

   • Excel exports cannot be reordered like PDFs.

5. To include documents, select the Documents tab and drag documents into the PDF Exports section.

   • Documents can only be included in PDF exports.

6. If headers or footers are available, drag them into the appropriate section.

   • Note: Images in headers or footers are not supported and may produce unpredictable results.

7. Click Save, name your package, and it will be stored under the Mine tab.

8. 

Naming Tip
Avoid special characters such as <, >, \, {, } when naming packages, as these will cause errors.

Customizing Package Layout PDF Exports Only

1. Access your saved package from Reports & Libraries > Libraries > Mine.

2. Click Edit to the right of the package.

3. Select an individual PDF item to adjust Export Options, such as:

• Page orientation (Portrait or Landscape)

• Custom margins

• Vertical or horizontal centering

• Applying the report’s own page setup

4. After making changes, click to update the package.

Using and Sharing Your Package

• Preview the package directly from the Mine tab.

• Download the package from the same screen.

• Share the package with users at your level or below.

• Pin the package to make it available to users who access the same company.

Download Behavior

If your package includes:

• Multiple Excel files, or

• A mix of PDF and Excel items

The download will generate a .zip file containing:

• One combined PDF for all PDF items

• Separate Excel files for each Excel item

Have Questions?
We're More Than Happy to Help

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