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Report Builder: Sections

Sections fundamentally change how teams approach report creation. Instead of thinking in terms of single-use reports, you can now think in terms of modular, reusable sections that adapt to different audiences and contexts. With one well-structured master report, you can generate as many unique, client-specific reports as you need—without starting from scratch each time.

What Are Sections?

Build Once, Customize Often

Benefits

 

What are Sections?

Sections are groupings of modules within a report that help you organize content in a clear, structured way. Instead of every module standing on its own, you can now bundle related modules under labeled sections—like Performance, Risk, Allocation, or Disclosures.

Sections can also be tagged as mandatory or optional, giving report creators and firm administrators more control. For example, you can make disclosures or cover pages mandatory to ensure compliance and brand consistency across all reports.

 

 

Build Once, Customize Often

The most impactful use case for Sections is the ability to create one comprehensive master report that contains all the possible sections your firm might use.

From there, you can easily generate customized reports by pulling only the sections that are relevant to a particular client, meeting, or scenario.

Example Workflow

  • Build a master report:
    • Include every section your team might need—cover page, market overview, performance, holdings, risk metrics, disclosures, and more.
  • Pull specific sections:
    • When it’s time to create a client-ready report, simply select the sections you want to include.
    • For one client, you might pull Performance and Holdings.
    • For another, you might include Performance, Risk, and Allocation. 

This eliminates the requirement to construct multiple report templates that focus on different data sets. 

 

 

Benefits

  • Firm-wide consistency: Admins can tag specific sections as mandatory (like disclosures or legal content) to maintain compliance and brand alignment.

  • Scalability: The master report framework can serve as the foundation for countless tailored versions, making reporting faster and more repeatable.

  • Reduced errors: By centralizing firm-approved sections, teams reduce the risk of missing key information.

 

Begin building your first Section—click here for a step-by-step guide.