> For the complete documentation index, see [llms.txt](https://docs.fiingate.vn/manual/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.fiingate.vn/manual/user-manual/manage-report/order-and-generate-report/dynamic-reports.md). # Dynamic Reports You can conveniently access this powerful tool in two ways: **Option 1:** Navigate to the **Tools** tab situated in the header of the platform. From there, select "Dynamic Reports" from the dropdown menu to launch the tool.

Figure 1: Platform header

**Option 2:** Alternatively, while utilizing the **Company Analysis** or **Portfolio Insights** features, simply locate and click on the prominently displayed "**Create Dynamic Report**" button on the respective screens.

Figure 2: Company Analysis header

Figure 3: Portfolio Insights header

### **Steps to execute:** 1. Select the screen from which you want to create the report, such as **Company Analysis** or **Portfolio Insights**. * To create a report from Company Analysis, select a company type and use the search bar to add a specific company. * To create a report from Portfolio Insights, use the search bar and select the desired portfolio you want to view. {% hint style="warning" %} You need to download the company's FiinGate Factsheet to create its Dynamic Reports. {% endhint %}

Figure 4: Select from Company Analysis

Figure 5: Select from Portfolio

2. Using the search bar to find desired panels. Clickicon to add them to the report. **Note:** You can expand or collapse all existing data blocks by clicking icon.

Figure 6: Customize Report

3. Preview the report: Click on icon to have a quick preview of the information each panel contains.

Figure 7: Preview panel Company Overview

**Note:** * To remove a single data block: hover over it and click the "x" icon. * To remove all data blocks: use the "Remove all (C) panels" or "Remove all (P) panels" button. * To revert to the default settings, click "Reset".

Figure 8: Reset

4. Customize the chosen data block by clicking on it in the Report Preview section. Here, you can modify the panel settings and add a note for each panel if needed. You can divide the report into sections by adding chapter headers.

Figure 9: Select panel Credit Score Trend by Portfolio

#### Note: How to set up FS

Figure 10: Set up FS

To tailor the presentation of financial statements (FS) in your dynamic report, follow these steps: * Click on the hyperlink labeled "**Here**." A popup window will appear. Here you can: * Select the desired source and type for the FS. These settings will remain consistent for a period of five years. * Choose the audit status and method for each year. * Check the data availability section to ensure that the FS is available based on your chosen settings. * Additionally, you have the option to select an alternative currency and unit to view the FS. * If you want to revert back to our recommended settings, simply click on the "**Reset Default Filters**" button.

Figure 11: Popup Setting Financial Statements

5. Preview the report before exporting it to make any necessary adjustments. You can save these settings as a template for future use.

Figure 12: All Buttons

**Note:** * Change the name of the template or panel by clicking the pen icon

Figure 11: Rename

* Click "Reset" to revert to the default settings * Click on "Saved Template" when you want to access and make adjustments to the settings of a previously saved template.