Creating Reports¶

Learn how to create and structure your financial reports in HKFR.

Starting a New Report¶

Report Initiation¶

1. Access Dashboard: From your dashboard, click "Create New Report"
2. Report Information: Fill in the basic report details:
3. Report Type: Annual Report, IPO Document, ESG Report, etc.
4. Report Title: Descriptive name for your report
5. Company Name: Your organization's legal name
6. Fiscal Year: Reporting period

7. Stock Code: Hong Kong stock exchange code (if applicable)

8. Template Selection: Choose from available design templates or start with a blank template

Design Templates¶

HKFR provides customizable design templates including: - Text styles (fonts, colors, spacing) - Paragraph formatting - Header styles and hierarchies - Professional layouts optimized for regulatory compliance

Structuring Your Report¶

Creating Sections¶

graph TD
    A[Report] --> B[Executive Summary]
    A --> C[Financial Highlights]
    A --> D[Business Review]
    A --> E[Financial Statements]
    E --> F[Balance Sheet]
    E --> G[Income Statement]
    E --> H[Cash Flow]

1. Define Main Sections: Create high-level sections (e.g., Executive Summary, Financial Highlights)
2. Add Sub-sections: Break down complex sections into manageable parts
3. Arrange Order: Drag and drop to reorder sections
4. Section Properties: Configure access permissions per section

Content Creation¶

Rich Text Editing¶

HKFR provides comprehensive rich text editing capabilities:

• Formatting: Bold, italic, underline, strikethrough
• Lists: Numbered and bulleted lists
• Headers: Multiple header levels (H1-H6)
• Links: Hyperlinks to external resources
• Quotes: Blockquotes for important information
• Dividers: Visual section separators

Content Types¶

Financial Data Integration¶

Excel Upload Process¶

1. Prepare Spreadsheet: Ensure your Excel file is properly formatted
2. Upload File: Use the file upload feature in your report section
3. Data Mapping: Map spreadsheet cells to report content
4. Validation: Review data accuracy and formatting

Supported Excel Features¶

• Multiple Sheets: Import data from different worksheets
• Formulas: Basic Excel formulas are preserved
• Formatting: Cell formatting is maintained where possible
• Data Types: Numbers, text, dates, and currencies

Creating Annotations¶

Add context to your financial data:

1. Select Data Point: Click on any financial figure
2. Add Footnote: Create detailed explanations
3. Cross-References: Link related data points
4. Audit Trail: Track data sources and calculations

Document Management¶

Version Control¶

• Auto-save: Changes are automatically saved
• Version History: Access previous versions
• Change Tracking: See who made what changes
• Rollback: Revert to previous versions if needed

Document Settings¶

Configure document-wide settings:

• Access Controls: Who can view/edit the document
• Section Locking: Prevent changes to finalized sections
• Style Locking: Maintain consistent formatting
• Review Settings: Configure approval workflows

Best Practices¶

Report Structure¶

📊 Recommended Report Structure:
├── Cover Page
├── Table of Contents
├── Executive Summary
├── Company Overview
├── Financial Highlights
├── Business Review
├── Financial Statements
├── Notes to Financial Statements
├── Independent Auditor's Report
└── Corporate Governance

Content Guidelines¶

• Consistency: Use consistent terminology throughout
• Clarity: Write in clear, professional language
• Compliance: Follow regulatory requirements
• Completeness: Ensure all required sections are included

Data Management¶

• Source Documentation: Keep records of data sources
• Regular Updates: Update data as new information becomes available
• Validation: Cross-check financial figures for accuracy
• Backup: Regularly export documents as backup

Next Steps¶

• Learn about collaboration features
• Explore the editor interface
• Understand export options