Overview: Report fields pull information from the Active Ledger file into your report templates, so one template works for every entity. A field can be as simple as the report title or the entity name, or it can switch wording on and off depending on the entity.

Please refer to the Glossary for definitions of key terms used in this article.

Note before reading: Wrap each field in two sets of curly braces: {{Title}}. Use a dot to reach a field inside another one: {{Office.Address.State}}.

Field names are case sensitive. {{Office.Abn}} works, but {{Office.ABN}} doesn't. A field the report doesn't recognise is printed exactly as you typed it, braces included, so a misspelt field is easy to spot in a preview.

Accessing report fields

You can use report fields anywhere an administrator creates or edits report content in the Ledger & Reporting Admin Centre. That includes Page Templates, the Header Template and Notes, as well as titles, headers and footers.

Below is an example of how fields are used in a paragraph in the Compilation Report template to return names and dates.

Reporting fields

Report

Field name	Code	Returns	Example
Report Title	`{{Title}}`	Text
Report Created Date	`{{Created:d MMMM yyyy}}`	Date	30 June 2026
Consolidated Report	`{{IsConsolidated}}`	True/False
Page Title	`{{Page.Title}}`	Text
Trading Account Name	`{{Page.TradingAccount.Name}}`	Text	Only on trading-account pages
Trading Account Title	`{{Page.TradingAccount.Title}}`	Text	Only on trading-account pages
Full Variation	`{{Variation.Full}}`	True/False
Filleted Variation	`{{Variation.Filleted}}`	True/False	UK filleted accounts
Currency Symbol	`{{Currency.Symbol}}`	Text	$
Currency Code	`{{Currency.Code}}`	Text	AUD
Currency Name	`{{Currency.Name}}`	Text	Australian Dollar
General Information Note Number	`{{Notes.GeneralNumber}}`	Number	1
Accounting Policies Note Number	`{{Notes.PoliciesNumber}}`	Number	2

Office

Field name	Code	Returns	Example
Office Name	`{{Office.Name}}`	Text
Office Trading Name	`{{Office.TradingName}}`	Text
Office ABN	`{{Office.Abn}}`	Text
Office Address	`{{Office.Address}}`	Text	1 Main St, Sydney NSW 2000
Office Address (parts)	`{{Office.Address.AddressLine1}}`, `{{Office.Address.AddressLine2}}`, `{{Office.Address.AddressLine3}}`, `{{Office.Address.Suburb}}`, `{{Office.Address.State}}`, `{{Office.Address.PostCode}}`	Text
Professional Body	`{{Office.ProfessionalBody.CAANZ}}` (or `CPA`, `ICAEW`, `ACCA`)	True/False	True when the office's professional body matches
Professional Body Member Firm	`{{Office.ProfessionalBodyMemberFirm}}`	True/False

Entity

Field name	Code	Returns	Example
Entity Name	`{{Entity.Name}}`	Text
Entity Trading Name	`{{Entity.TradingName}}`	Text
Entity Type	`{{Entity.Type.Name}}`	Text	See Entity types
Entity ABN	`{{Entity.ABN}}`	Text	12 345 678 901 (Australian entities only)
Entity ACN	`{{Entity.ACN}}`	Text	123 456 789 (Australian entities only)
Entity IRD Number	`{{Entity.IRDN}}`	Text	123-456-789 (NZ entities only)
Entity NZBN	`{{Entity.NZBN}}`	Text	NZ entities only
Tax Number	`{{Entity.TaxNumber}}`	Text	As entered, unformatted
Business Number	`{{Entity.BusinessNumber}}`	Text	As entered, unformatted
Incorporation Number	`{{Entity.IncorporationNumber}}`	Text	As entered, unformatted
Jurisdiction	`{{Entity.Jurisdiction}}`	Text	AU, NZ, GB, FJ, PNG
Jurisdiction checks	`{{Entity.IsAU}}`, `{{Entity.IsNZ}}`, `{{Entity.IsGB}}`, `{{Entity.IsFJ}}`, `{{Entity.IsPNG}}`	True/False
Principal Activities	`{{Entity.PrincipalActivities}}`	Text	Prints "[Please supply Principal Activities...]" when blank
Not-For-Profit	`{{Entity.NotForProfit}}`	True/False
Dormant	`{{Entity.Dormant}}`	True/False
Establishment Date	`{{Entity.EstablishmentDate:d MMMM yyyy}}`	Date
Registered Office	`{{Entity.RegisteredOffice}}`	Text	Same parts as Office Address, e.g. `{{Entity.RegisteredOffice.Suburb}}`
Principal Place of Business	`{{Entity.PrincipalPlaceOfBusiness}}`	Text	Same parts as Office Address

Entity types

{{Entity.Type.Name}} returns one of: Company, Trust (also used for unit and discretionary trusts), Estate, Partnership, Limited Partnership, Limited Liability Partnership, Individual, Superannuation Fund, Pension Fund, Association, Society, Charitable Company, or Entity.

To show wording for one type only, use the True/False type fields in an {{#if}} tag:

Code	True for
`{{Entity.Type.Company}}`	Companies and charitable companies
`{{Entity.Type.Incorporated}}`	Companies, charitable companies, limited partnerships and LLPs
`{{Entity.Type.Trust}}`	All trusts, including unit and discretionary trusts
`{{Entity.Type.UnitTrust}}`	Unit trusts
`{{Entity.Type.DiscretionaryTrust}}`	Discretionary trusts
`{{Entity.Type.Partnership}}`	Partnerships, limited partnerships and LLPs
`{{Entity.Type.LimitedPartnership}}`	Limited partnerships
`{{Entity.Type.LimitedLiabilityPartnership}}`	LLPs
`{{Entity.Type.Individual}}`	Individuals
`{{Entity.Type.SuperannuationFund}}`	Superannuation funds
`{{Entity.Type.PensionFund}}`	Pension funds
`{{Entity.Type.Estate}}`	Estates
`{{Entity.Type.Association}}`	Associations
`{{Entity.Type.Society}}`	Societies
`{{Entity.Type.CharitableCompany}}`	Charitable companies

Older fields: {{Entity.EntityType}}, {{Entity.IsCompany}}, {{Entity.IsTrust}} and {{Entity.IsAssociation}} still work in existing templates.

For new content, use: {{Entity.Type.Name}}, {{Entity.Type.Company}}, {{Entity.Type.Trust}} and {{Entity.Type.Association}}.

Responsible persons and owners

Field name	Code	Returns	Example
Entity Responsible	`{{Entity.Responsible}}`	Text	Director, Directors, Trustee, Trustees
Entity Extended Responsible	`{{Entity.ExtendedResponsible}}`	Text	Directors of ABC Company Pty Ltd
Entity Responsible Plural	`{{Entity.ResponsiblePlural}}`	True/False	True when the entity has more than one responsible party, e.g. "Directors"
More Than One Signatory	`{{Entity.ResponsibleSigningPlural}}`	True/False	True when more than one responsible person is signing
Single Corporate Trustee	`{{Entity.HasSingleCorporateResponsible}}`	True/False	True when the only responsible party is a company, e.g. a corporate trustee
Corporate Trustee Name	`{{Entity.CorporateResponsibleName}}`	Text	ABC Nominees Pty Ltd
Entity Owner	`{{Entity.Owner}}`	Text	Shareholders, Beneficiaries, Members, Partners
Client Signatory	`{{ClientSignatory}}`	Text	John Smith
Client Signatory (parts)	`{{ClientSignatory.Title}}`, `{{ClientSignatory.FirstName}}`, `{{ClientSignatory.LastName}}`, `{{ClientSignatory.Role}}`	Text

{{ClientSignatory}} is the primary responsible person nominated on the report template. It is blank when no signatory is selected.

To list every responsible person, use an {{#each}} tag:

{{#each Entity.ResponsibleSigningPersons}}{{FirstName}} {{LastName}}<br />{{/each}}

List	Contains
`Entity.ResponsiblePersons`	Active responsible persons
`Entity.AllResponsiblePersons`	All responsible persons, including inactive
`Entity.ResponsibleSigningPersons`	Active responsible persons who are signing
`Entity.AllGoverningPersons`	Governing persons, including inactive
`Entity.AllNonGoverningPersons`	Non-governing persons, including inactive

You can't pick one person out of a list by number (for example Entity.ResponsiblePersons.1). Use {{#each}}, or {{ClientSignatory}} for the primary signatory.

Responsible and owner names by entity type

Entity type	`{{Entity.Responsible}}`	`{{Entity.Owner}}`
Company	Director / Directors	Shareholder / Shareholders
Trust	Trustee / Trustees	Beneficiary / Beneficiaries (unit trusts: Unitholder / Unitholders)
Estate	Executor / Executors	Beneficiary / Beneficiaries
Partnership	Partner / Partners	Partner / Partners
Limited Partnership	General Partner / General Partners	Partner / Partners
Limited Liability Partnership	Designated Member / Designated Members	Member / Members
Individual	Proprietor	Proprietor
Superannuation Fund, Pension Fund	Trustee / Trustees	Member / Members
Association	Officer / Officers	Member / Members
Society	Committee	Member / Members
Charitable Company	Trustee / Trustees	Member / Members
Entity	Manager / Managers	Owner / Owners

For partnerships, limited partnerships and individuals, {{Entity.ExtendedResponsible}} returns just the responsible name, without "of [entity name]".

Group

Field name	Code	Returns	Example
Group Name	`{{Group.Name}}`	Text	The group name when consolidated; otherwise the entity name
Group Entity Type	`{{Group.EntityType}}`	Text	"Group" when consolidated; otherwise the entity type
Group Jurisdiction	`{{Group.Jurisdiction}}`, `{{Group.IsAU}}`, `{{Group.IsNZ}}` …	Text / True/False

Partner

Field name	Code	Returns	Example
Partner Name	`{{Partner}}`	Text	Jane Citizen
Partner First Name	`{{Partner.FirstName}}`	Text
Partner Last Name	`{{Partner.LastName}}`	Text
Partner Email	`{{Partner.Email}}`	Text
Partner Position	`{{Partner.Position}}`	Text
Partner Code	`{{Partner.Code}}`	Text

Dates

Field	Source	Example code	Example output
`StartDate`	Start date on the Report Column screen	`{{StartDate:dddd, dd MMMM yyyy}}`	Tuesday, 01 July 2025
`EndDate`	End date on the Report Column screen	`{{EndDate:dddd, dd MMMM yyyy}}`	Tuesday, 30 June 2026
`PriorStartDate`, `PriorEndDate`	Prior-period columns	`{{PriorEndDate:d MMMM yyyy}}`	30 June 2025
`PriorPeriodReference`	Year of the prior period end	`{{PriorPeriodReference}}`	2025 ("Prior Period" when there is no prior period)
`IsWholeYear`	True when the period is exactly one year	`{{#if IsWholeYear}}year{{#else}}period{{/if}}`	year
`SignOffDate`	Accountant sign-off date in Report Setup	`{{SignOffDate:d MMMM yyyy}}`
`ClientSignOffDate`	Client sign-off date in Report Setup, or the accountant sign-off date when blank	`{{ClientSignOffDate:d MMMM yyyy}}`
`Created`	Date the report was created	`{{Created:d MMMM yyyy}}`

Date formats

Put the format straight after the colon, with no space. Anything after the colon, spaces included, becomes part of the output: {{EndDate: d MMMM yyyy}} prints " 30 June 2026" with a leading space.

Pattern	Example output
`dd/MM/yy`	30/06/26
`yyyy-MM-dd`	2026-06-30
`d MMMM yyyy`	30 June 2026
`dd MMMM yyyy`	30 June 2026
`dddd, dd MMMM yyyy`	Tuesday, 30 June 2026
`MMMM dd`	June 30
`yyyy`	2026
`D`	Long date in the report's regional format

Tip: Firm administrators can add content fields to Report Page Templates so users can enter their own values, including dates. See screenshots below:

Content fields

Content fields that an administrator adds to a page template are available as {{CustomField.<FieldName>...}}, where <FieldName> is the field's Field Name.

Code	Returns
`{{CustomField.FieldName.Value}}`	The value entered. Numbers can be formatted, e.g. `{{CustomField.FieldName.Value:C0}}`
`{{CustomField.FieldName.Checked}}`	True/False for a toggle field
`{{CustomField.FieldName.Date:d MMMM yyyy}}`	The value of a date field, formatted

Always use .Date, not .Value, when formatting a date field.

Financial fields

Field name	Code
Gross Profit	`{{Financial.GrossProfit}}`
Profit from Operations	`{{Financial.ProfitFromOperations}}`
EBITDA	`{{Financial.EBITDA}}`
EBIT	`{{Financial.EBIT}}`
Profit Before Tax	`{{Financial.ProfitBeforeTax}}`
Income Tax	`{{Financial.IncomeTax}}`
Net Profit	`{{Financial.NetProfit}}`
Other Comprehensive Income	`{{Financial.OtherComprehensiveIncome}}`
Total Comprehensive Income	`{{Financial.TotalComprehensiveIncome}}` (currently returns profit before tax)
Total Assets	`{{Financial.TotalAssets}}`
Total Liabilities	`{{Financial.TotalLiabilities}}`
Total Equity	`{{Financial.TotalEquity}}`
Net Current Assets	`{{Financial.NetCurrentAssets}}`
Retained Earnings	`{{Financial.RetainedEarnings}}`
Distributions	`{{Financial.Distributions}}`
Tax Rate	`{{Financial.TaxRate}}`

Profits are positive and losses are negative.

These fields use the primary column of the report. If the chart has no subtotal for a field, the next subtotal down is used. For example, with no Gross Profit subtotal, {{Financial.GrossProfit}} returns Profit from Operations, then EBITDA, EBIT, Profit Before Tax and finally Net Profit.

Formatting

Currency with two decimals: {{Financial.NetProfit:C2}}
Plain number with no decimals: {{Financial.NetProfit:N0}}
Excel-style positive;negative;zero: {{Financial.NetProfit:$#,##0;($#,##0);-}}

Other columns (prior period)

Every financial field has an Array version that returns the value for a specific column. Columns are numbered from 1, left to right: .1 is the first column (usually the current period) and .2 is the second (usually the prior period).

{{Financial.NetProfitArray.2:C2}} returns net profit from the second column.
{{#if Financial.NetProfitArray.2}}Text if there is a second column{{/if}}

Column header fields

Field name	Code
Header Text (1st row)	`{{Financial.ColumnHeaderTextArray.1}}`
Period Text (2nd row)	`{{Financial.ColumnPeriodTextArray.1}}`
Sign Text (3rd row)	`{{Financial.ColumnSignTextArray.1}}`

Example:

{{Financial.NetProfit:C0}}{{#if Financial.NetProfitArray.2}} ({{Financial.ColumnPeriodTextArray.2}}: {{Financial.NetProfitArray.2:C0}}){{/if}}

produces "$15,000 (2025: $12,000)".

Reporting tags

If statements

{{#if}} shows text when a field is true or has a value. A field counts as false when it is blank, zero, False, an empty list, or not recognised.

{{#if Entity.ResponsiblePlural}}are{{#else}}is{{/if}} returns "are" when true and "is" when false.
{{#if Entity.ABN}}ABN {{Entity.ABN}}{{/if}} shows the ABN when there is one, and nothing otherwise.
{{#if Entity.Type.Company}}...{{#elif Entity.Type.Trust}}...{{#else}}...{{/if}} checks each condition in turn.

Advanced conditions (ifx)

{{#ifx}} combines several fields or compares numbers. Close it with {{/ifx}}, and use {{#elifx}} and {{#elsex}} for the other branches.

Tag	Shows the text when
`{{#ifx and A B}}`	All the fields are true
`{{#ifx or A B}}`	Any of the fields is true
`{{#ifx not A}}`	The field is false (with more than one field: none of them is true)
`{{#ifx 'gt:0' A}}`	A is greater than 0
`{{#ifx 'gte:0' A}}`	A is greater than or equal to 0
`{{#ifx 'lt:0' A}}`	A is less than 0
`{{#ifx 'lte:0' A}}`	A is less than or equal to 0
`{{#ifx 'eq:0' A}}`	A equals 0
`{{#ifx 'neq:0' A}}`	A does not equal 0

With several fields, or an Array field, a comparison is only true when every value passes.