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Is there a way to reduce the number of prompts when creating a book in Narrative Reports — Cloud Customer Connect
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Is there a way to reduce the number of prompts when creating a book in Narrative Reports

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edited Jul 10, 2023 3:43PM in Narrative Reporting 5 comments

Summary:

Looking for a mechanism for having master prompts for a book

Content (required):

We are implementing Narrative Reporting to publish six monthly financial reports (a trending cover page, summary and detail balance sheet, summary and detail income statement and a year over year income statement) across a portfolio of 170+ stand-alone Companies, with all possible fiscal patterns being used (Jan-Dec, Feb-Jan, Mar-Feb, etc.).

Our consultant set up each of the financials as a stand-alone report and due to the nature of companies reported against, there are as few as three prompts and as many as six (the additional ones are for formatting) on each report.

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