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Now that you have made edits to an existing template, upload it back on Fundwave

Step by step guide

  1. Click 'Create' on the menu bar. Select the 'Report' tab, choose 'Report Type' and press 'Create'

  2. Select the report type.

  3. Click on the icon.

  4. Click on the icon to open your File Explorer.

  5. Select the updated template.

  6. Hit Save.

  7. Generate a fresh report.

Rename Report Types

To rename a report type, select the report title 'Financials' and edit as required. Tap the save button once done.

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