---
title: "Client Name on Custom Financial Reports"
slug: "client-name-on-custom-financial-reports"
description: "Add Client Name as a variable in Custom Financial Report templates to personalize report output."
updated: 2024-07-03T23:25:17Z
published: 2024-07-03T23:25:17Z
canonical: "docs.restaurant365.com/client-name-on-custom-financial-reports"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Name on Custom Financial Reports

![A screenshot of a computer  Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/client-record-image-mjaa1hl2.png?sv=2026-02-06&spr=https&st=2026-10-31T12%3A11%3A15Z&se=2026-10-31T13%3A11%3A15Z&sr=c&sp=r&sig=urhJXem%2B6aiNEqp0N%2FndWpzckH8cUIJ53gw40OxmgZM%3D)

Client Names can be added as a variable for the [Template](/doc/docs/r365-custom-financial-reports-writer-templates) and/or [Column](/doc/docs/r365-custom-financial-reports-writer-report-columns) Headers in the [Custom Financial Reports Writer](/doc/docs/custom-financial-reports-writer-overview-and-security) to populate the Client Name. It can be beneficial to include the Client Name variable in the Template header to help classify Reports, Column header for Columns set to repeat by a Client Location Reporting Category, and Column header for Columns that have Org Units manually set to represent a specific Client. Reports with this variable can be [across instances](/doc/docs/r365-custom-financial-reports-writer-sharing-across-instances) individually or via [Report Packages](/doc/docs/r365-custom-financial-reports-writer-report-packages) if desired.

Before adding this variable to Reports, ensure that all Locations have a Client assigned to them. Otherwise, the report will display as 'Client Missing', even if only one out of many Locations does not have a designated Client.