Exportable report templates

A system for creating reports and a report template from financial data in a financial software application, the system comprising:

• a template data store for receiving a selection of a report template, by a first user of the financial software application, and storing the report template,
• wherein the report template includes query parameters, layout information, and content field information stored independently of financial data, and used to generate a report,
• wherein the report template is created by a second user of the financial software application, and
• wherein the first and second user are different;
• a user data store for storing user financial data;
• and
• a report engine, communicatively coupled to the template data store and the user data store, for receiving template data from the template data store and user data from the user data store, generating reports by applying the template data to the user data, and generating the report template by extracting query parameters, content fields, and report layout information from reports and exporting the report template.

A computer program product for creating reports and a report template from financial data in a financial software application, the computer program product stored on a computer readable medium and containing instructions configured to cause a processor to execute the steps of:

• receiving a selection of a report template for creating a report,
• wherein the report template is selected by a first user of the financial software application,
• wherein the report template includes query parameters, layout information, and content field information stored independently of financial data,
• wherein the report template is created by the financial software application used by a second user, and
• wherein the first and second user are different;
• receiving financial data from a data source;
• assessing whether the financial data is compatible with the report template by examining a data file type and contents of the financial data to ensure consistency with the selection of the report template and the content field information;
• applying the received layout information and received content field information to the received financial data to generate a report, the report having a layout specified by the layout information, and including content associated with the content field information;
• and
• generating the report template by extracting the query parameters, content fields, and report layout information from reports.