Transform Your Financial Reports with Joiin’s All-New Report Packs
Say goodbye to piecing together reports from multiple sources. We’ve rebuilt Report Packs to help you create stunning, comprehensive reports with ease.
Whether it’s board packs, monthly management reports, or client updates, Report Packs transform your data into clear, professional documents. Present live, download as PDF or Excel, and schedule to suit any reporting cycle.
We’ve reimagined every aspect. From layout and branding to automation and AI insights, so you can deliver financial narratives that inform, impress, and drive real decisions.
What’s New
- All-in-One Reporting: Combine charts, reports, and commentary in one cohesive document, no more jumping between tools or reformatting data.
- Fully Custom Layouts: Use sections, rows, and multi-column layouts to build structured reports that fit your audience perfectly.
- Built-In AI Insights: Summarise performance, identify trends, and generate recommendations with instant AI-powered analysis that adds real value.
- Automated Scheduling: Keep everyone informed automatically. Set up recurring deliveries (weekly, monthly, or custom), choose your format, and let Joiin handle the rest.
- Precision Configuration: Tailor every detail from dynamic dates and multi-company views to custom comparisons and currency controls.
- Your Brand, Front and Centre: Apply your colours, logo, and formatting throughout your report packs to present a polished, professional image every time.
- Share Instantly: Present live or download as PDF or Excel, email with one click, or automate delivery to clients and teams. All directly from within Joiin.
- Reports That Drive Decisions: Reporting is more than just numbers. The new Report Packs make your story clear, consistent, and compelling.
By combining visuals, financials, and narrative, you can build reports that drive confident decision-making, without the time sink of manual formatting or stitching files together. Find out more.
Available Now
✅ Available to new customers now. Start your 14 day free trial today.
✅ Rolling out to existing customers. Contact our support team to get Access Now.
See It In Action
Want to see our new reporting experience in action?
Joiin us for a live walkthrough of Joiin’s powerful New Reporting Experience. Discover our all-new report packs, how to build custom layouts, add AI-generated insights, and automate your reporting process.
JULY 8th 2025 3:00 PM + 01:00 UTC BST ONLINE