In Silverfin, you can easily customize export packs to them reports to your client’s specific needs. Read on to learn how to adjust exports using the drag-and-drop functionality.

Table of contents

Steps to customise an export pack

  1. Select a Pre-Set Bundle: Start by choosing a pre-set export bundle from the drop-down menu in the Export section.
  2. Drag and drop blocks: Blocks on the right side of the screen represent different elements, such as accounts, reports, documents, texts, adjustments, and communication. Use the drag-and-drop feature to customize your export.

Customising Accounts

  • Drag the Accounts block to the center.
  • Open the block to select the accounts and/or reconciliations you want to include in your export.
  • Ensure the accounts or reconciliations are starred in the workflow; otherwise, they won’t appear in the export.
  • Deselect the paperclip if you don't want to export the attachment.

Adding Reports

  • Drag the Reports block to the center. You can add multiple reports by dragging the block over multiple times.
  • Reports can be exported with original or mapped account numbers.
  • For some reports, there’s an option to include certain charts—simply check or uncheck these as needed.
  • You can also expand or collapse rows within a report.

Including Documents

  • Drag the Documents block to the center.
  • A pop-up will allow you to choose between adding existing documents from Silverfin or uploading new files to include in the export.

Adding Text

  • Drag the Text block to the center and select the specific text you want to add.
  • If multiple texts are needed, drag over additional blocks.

Adding Adjustments

  • Drag the Adjustments block to the center.
  • Choose whether to export only internal adjustments, only external adjustments, or both.
  • You can also decide whether to display original account names and numbers (as per the bookkeeping system) in the export.

Adding Communication

  • Drag the Communication block to the center.
  • Note that you can only export the entire communication thread—there is no option to filter by notes, TODOs, or internal/external communications.
If you need assistance with font and margins in your export, contact an admin user who can adjust the bundle settings at the firm level.


Cover Page and Table of Contents

  • When customising the export, you can opt to include a cover page and a table of contents by checking or unchecking the relevant options.
  • Admin users within the company are responsible for customising the cover page.
  • For each block, you can add a title page, header, or footer.
  • These elements are tailored by admin users who create bundles at the firm level.

Finalising your customised export

Once you’ve added and arranged all the necessary elements, click the green "Generate export" button to create your customised report.