You can edit and customise the templates in the Clarity platform which are used to create reports such as the Benchmarking Report, Clarity Initial Report etc.

First ensure you are logged in to your firm's Clarity platform account, go to 'Settings' and 'Reports'. Here you will be able to then select which report template you would like to edit.

To edit a template, you must first duplicate an original template. You can do this by selecting the clone template icon

After cloning the template, we recommend that you rename the template so it is easier to find when you need to run off the report using the template you have created.

You can do this by selecting the rename template icon, which will then give you the option to rename the template. Make sure to press Save after renaming.

You can edit as much of the report content as you like, it is very easy to delete and add wording. Just click into the template and start writing.

To format the template, you can use the toolbar along the top of the template to:

You can also use the 'Placeholder' button to add different report functions for example, adding an average for one of the 7 key numbers or even as simply as adding a page break.

After making edits to the template, ensure you press 'Save' and then 'Preview' to see what the template will look like.

Once the report is edited and you wish to download it for a client, you'll need to make sure the correct template is being downloaded. To do so, on the appropriate report download screen, click the 'cog' icon and select your template.

This template chosen and downloaded will be remembered as the default for next time. However, it is always prudent to check the correct template is being used each time you download a report.

We recommend that you definitely have a play around with the templates and if you need support from the team, press the chat function in the bottom right hand corner of the Clarity platform and we will be able to help you.