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Summary Templates

Our Summary reports offer many ways of customizing reports, but templating these reports is where users find great value. Users can generate reports from templates, or create an unlimited amount of custom templates to fit your firms' needs.

All custom templates become easily shareable within your company's designated system.

Customization options are endless. With hundreds of components to choose from, users can arrange and format every aspect of the template.

Held up printed business summaries

Any particular questions or inquiries? We'd like to hear from you.