Xplan Financial Report Customization
Budget: $750 – $1,500 AUD
I need an experienced Xplan coder to fine-tune and customise the platform’s built-in financial reports. The goal is to reshape the existing templates so they present key client data the way I need it, without disrupting any of the underlying calculations.
Scope
• Modify Xplan report templates, focusing purely on the financial-report section.
• Adjust layout, wording and data fields so the finished documents read clearly and look professional.
• Ensure all dynamic fields pull the correct figures once live in the client portal.
Deliverables
1. Updated Xplan report template file(s) ready to import.
2. A brief change log explaining what you altered.
3. Quick test run or screenshots showing the new report in action, proving every field maps correctly.
I’ll provide current templates and a list of required data points as soon as we start.
Scope
• Modify Xplan report templates, focusing purely on the financial-report section.
• Adjust layout, wording and data fields so the finished documents read clearly and look professional.
• Ensure all dynamic fields pull the correct figures once live in the client portal.
Deliverables
1. Updated Xplan report template file(s) ready to import.
2. A brief change log explaining what you altered.
3. Quick test run or screenshots showing the new report in action, proving every field maps correctly.
I’ll provide current templates and a list of required data points as soon as we start.