Modular Reporting in Action

We're excited to share two new video walkthroughs that showcase the latest enhancements to Timeline's modular reporting suite. These demos from our Product Manager, Erol Hoke, will show you how to create professional, personalised client reports in minutes rather than hours.

Why This Matters

Demonstrating value to clients has never been more important. Whether you're evidencing Consumer Duty compliance, justifying recommendations, or keeping clients informed, you need reporting tools that bring everything together seamlessly. Timeline's modular reporting does exactly that, pulling data from portfolios, financial plans, and fact finds into polished, branded reports that tell a complete story.

Video 1: Building Templates with Modular Reporting

Learn how to create flexible report templates that work for your practice. Erol walks you through setting up templates for different scenarios, adding charts and data from across Timeline, and using custom sections with smart tags. These tags automatically populate client-specific information like names, property values, and portfolio balances, saving hours of manual editing whilst keeping that personal touch. You can also apply rich text formatting to match your firm's style.

Watch here. 

Video 2: Full Workflow Demo

See the full process in action. This walkthrough shows how to build a complete client report from scratch, comparing portfolios side by side and integrating cash flow modelling directly into the document. Watch as Erol demonstrates performance comparisons over different time periods, adds contextual commentary to explain recommendations, and uses plan comparison views to clearly show the impact of advice. The report builds in real time, and you can adjust sections, date ranges, and commentary as you go before downloading or sending directly to clients.

Watch here.

Transform Your Reporting Process

These enhancements help you save time on report preparation, evidence your value with clear comparisons, meet regulatory requirements, and improve client engagement with branded reports that tell their complete financial story.

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Watch the videos and discover how modular reporting can help you deliver an even better experience for your clients.