As a financial advisor, creating detailed and customised reports for your clients is essential. With Templi, we make it easy for you to upload a wide variety of files to enhance your templates and create comprehensive reports. Whether it’s documents, spreadsheets, images, or audio files, Templi supports numerous formats to ensure your content is fully integrated.
Here’s a quick rundown of the different types of files you can upload to Templi for report generation:
1. Documents and Presentations
Templi allows you to upload various document and presentation formats to include in your reports, such as:
PDF
Word Documents: doc, docx, docm, dot, dotm, rtf
PowerPoint Presentations: ppt, pptm, pptx, pot, potm, potx
Others: abw, cgm, cwk, hwp, key, lwp, mw, mcw, pages, pbd, sda, sdd, sdp, sdw, sgl, sti, sxi, sxw, stw, sxg, uof, uop, uot, vor, wpd, wps, xml, zabw, epub
These formats are great for including reports, client presentations, or document references in your generated financial reports.
2. Images
Visual content plays a vital role in creating compelling reports. Templi supports the following image file formats:
Common Image Formats: jpg, jpeg, png, gif, bmp, svg, tiff, webp
Web Content: htm, html
These formats allow you to incorporate charts, graphs, logos, and other visuals to enhance your client reports.
3. Spreadsheets
Financial advisors often need to present data in tabular format. With Templi, you can upload a range of spreadsheet file formats to include detailed data analysis:
Excel Formats: xlsx, xls, xlsm, xlsb, xlw
CSV and Tabular Data: csv, dif, sylk, slk, prn, ods, fods, uos1, uos2, dbf
Numbers: numbers, et
Other Formats: wk1, wk2, wk3, wk4, wks, 123, wq1, wq2, wb1, wb2, wb3, qpw, xlr, eth, tsv
This ensures that any data you need to include in your reports, from balance sheets to projections, is easily incorporated.
4. Audio
For a more dynamic and engaging report, you can also include audio files. Templi supports the following audio formats:
Audio Files: mp3, mp4, mpeg, mpga, m4a, wav, webm
These files can be used for recorded messages or audio explanations to supplement your written reports.
Try them out!