Report Packs
Create polished client or board packs and then present live or download as Excel or PDF formats. Report Packs turn your data into professional, customised documents, all within Joiin.
“Fantastic in all ways, I so wish I had found this app before”
All Your Reports in One Place
Whether you’re creating board packs, management updates, or client reports, Report Packs let you combine financial data, charts, and commentary into a single, professional document. Customise layouts with drag-and-drop sections, apply filters, set date ranges, and tailor views for different stakeholders. Add your logo, colours, and branding, schedule automated delivery, and use built-in AI to generate summaries and insights that bring your reports to life.
Built Your Way. Delivered On Time.
Build reports your way with Report Packs. Choose from flexible 1–3 column layouts, add charts, tables or text, and tailor each section to your audience. Use built-in AI to create summaries, analyse trends and get smart recommendations. Then schedule reports to send automatically – weekly, monthly or view live.
All Your Reports. One Powerful Pack.
Report Packs support a comprehensive range of financial reports, giving you full control over dates, comparisons, currencies, and multi-entity configurations. Choose from key reports like Trial Balance, Profit & Loss, Balance Sheet, and Cashflow, along with KPI dashboards and detailed sales, purchase, AR/AP reports, all customisable to suit your reporting needs.
Combine reports, visuals and text into one narrative
Customise layouts with drag-and-drop sections
Filter data, set date ranges and apply stakeholder views
Apply your logo, colours and style
Schedule reports to send automatically
Add AI-generated summaries and insights
Explore our FAQs
What is the Report Packs feature in Joiin?
The Report Packs feature in Joiin allows you to have all of your reports in one place. Now you can easily generate comprehensive reports tailored to your specific needs, giving you instant intelligence, and clarity over your financial data.
How can I create a custom Report Pack in Joiin to suit my unique reporting requirements?
Creating a custom Report Pack in Joiin is simple. Run your reports and choose ‘Add to report pack’ then follow the intuitive steps to choose the reports you want to include, set the layout, and customise the presentation. This feature allows you to tailor your financial reports, ensuring that you focus on the key metrics and insights that matter to you.
Can I schedule automated Report Pack deliveries in Joiin?
Yes. Schedule automated report deliveries to stakeholders and clients and set up regular intervals for report generation and distribution, ensuring that your team receives up-to-date financial information without manual intervention. This automated process saves time and means that everyone is on the same page when it comes to crucial financial insights.
Can I collaborate with clients or team members during the reporting process?
By providing a centralised platform for financial reporting, with Report Packs you can share tailored reports with team members, stakeholders and clients, ensuring that each group receives the relevant information they need. This collaborative approach promotes a better understanding of the financial landscape and facilitates more informed decision-making.
Can I include data from single and multiple entities in a single Report Pack using Joiin?
Absolutely. The Report Packs feature supports the inclusion of data from single and multiple entities into one report. This is particularly beneficial for businesses with multiple branches or subsidiaries, or accountants with multiple clients. You can create comprehensive, financial reports in any style you choose that provide a holistic view of the entire organisation or client.
Build powerful Report Packs today.
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