> ## Documentation Index
> Fetch the complete documentation index at: https://support.caleido.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Use the report library

> Browse Caleido's ready-made best practice report templates, such as the SaaS P&L, add one to a workbook tab and apply a comparison column preset.

Caleido's report library contains ready-made best practice report templates that give you a clearly structured view of your business performance in minutes. The templates follow proven financial reporting models, and you can adjust them to fit your organization's needs.

## Quick guide

The video below gives a short walkthrough of the SaaS report template. It was recorded in an earlier version of Caleido, so some buttons look different. The steps below match the current version.

[Loom video player](https://www.loom.com/embed/73d6fafb434c418bbf09f4c8bab98934)

## Example: SaaS P\&L

The SaaS P\&L template gives you a functional view of the company's profitability and cash flow:

* EBITDA as the key profitability metric
* Revenue split into:
  * Recurring revenue (MRR)
  * Non-recurring revenue (for example onboarding fees)
* Operating expenses grouped by function:
  * Research and development (R\&D)
  * General and administrative (G\&A)
  * Sales and marketing (S\&M)
* Cash flow and cash position at the end of the report

> [!TIP]
>
> **Best practice tips for SaaS reporting**
>
> * **Split revenue by recurrence.** See [MRR and ARR](https://support.caleido.io/concepts/mrr-and-arr.md)
> * Group expenses **by function**, not just by bookkeeping account
> * Add a **comparison to the same period last year (SPLY)** for context
> * Combine the income statement and cash flow in the same report

## Preview templates in the Library page

The **Library** page lists every report template and saved chart so you can preview them before using them.

1. Open the **Library** page as a workbook tab: in a workbook, click **+** (**Add tab**) at the end of the tab bar, go to the **Views** tab, select **Library** and click **Apply**.
2. In the left panel, choose **Report templates** or **Charts**.
3. Use **Search report templates** to find a template, or browse the list. Templates are grouped under:
   * **Shared**: report templates your organization has created
   * **Library**: Caleido's ready-made best practice templates
4. Click a template to preview it on the right.

To keep a template at the top of its group, hover over it and click the star to mark it as a favorite.

## Add a template to a workbook

You add a report template to a workbook as a new tab.

1. Open the workbook.
2. Click **+** (**Add tab**) at the end of the tab bar.
3. Go to the **Library** tab. **Shared** lists your organization's own templates and **Favorites** the ones you have starred.
4. Find the template, for example *SaaS P\&L*, by browsing or with the search field.
5. Select the checkbox next to the template. You can select several templates at once.
6. Click **Apply**.

Each selected template opens as its own tab, named after the template.

![Library tab of the add tab menu, listing report templates alphabetically with SaaS P\&L selected](https://mintcdn.com/caleidooy/alS7cvcjK32N8NPz/images/Report-library.png?fit=max\&auto=format\&n=alS7cvcjK32N8NPz\&q=85\&s=4e3c6c5704542b2d2de4e896337e8dd9)

Learn more about workbooks and tabs in [Create a workbook](https://support.caleido.io/guides/workbooks/create-a-workbook.md).

## Add comparison columns

Library templates work well with column presets. To compare actuals with the same period last year:

1. On the report, click the **Columns:** dropdown in the report's top bar.
2. Go to the **Library** tab.
3. Select a comparison preset, for example one that compares actuals with the previous year.

The report updates right away. Learn more about column settings in [Set up report columns](https://support.caleido.io/guides/reporting/columns.md).


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