Page Templates are individual pages which are inserted into the Report Master. 'Notes' can also be inserted into Page Templates. There are four different types of pages:
- Presentation (e.g. Cover Page)
- Financial Statements (e.g. Profit and Loss)
- Legal (e.g. Compilation Report)
- Story Board (e.g. Income Results)
Adding a page template
Page templates can be added by selecting the Admin Centre from the dropdown menu in the top right-hand corner of any screen. From here select Page Templates then + New Page Template.
The following table details the page template fields:
| Field | Description | Validation |
|---|---|---|
| Name | Is used to identify the template when creating reports. | Required |
| Title | This will be displayed on the page and also in the contents section of the report. | Required |
| Category (dropdown menu) | The category section of the financial report that this page will belong to. | Four options: - Presentation - Financial Statements - Legal - Story Board |
| Allow multiple in a single report? (checkbox) | When checked, this means that there can be more than one per report. | |
| Exclude from contents page? (checkbox) | When checked, this page will be excluded from the contents page. Reserved for presentation pages, such as contents or cover pages. | |
| Inactive (checkbox) | When checked, this template will be removed from the report masters and not displayed. | |
| Hide Page Number (checkbox) | When checked, the page number will not be visible on the generated report for this page. Note: will continue to be factored into the page number calculations, so it is merely being 'hidden'. | |
| Content | ||
| Content Field | Allows entity specific details to be added into a firm-wide page. For more information see the knowledge article: Content Fields. | |
| Header (dropdown menu) | Details the type of header which will be displayed on the page (see below). | Five master options: - Financial Header as at - Financial Header for Period - No Header - Non-Financial Header - Non-Financial Header for Period |
| Content | What is included on the page. It can be financial information, text or various other data. To add and edit content see the knowledge article: Report Content Editor. | |
| Footer (dropdown menu) | Details the type of footer which will be displayed on the page (see below). | Three master options: - None - Report Default - Custom |
Creating headers and footers
To add a custom header or footer, navigate to the relevant area in the Admin Centre. From there click on +New Header Template or +New Footer Template.
For a header you will be able to add:
- A title
- Content (for more information see the knowledge article: Report Content Editor)
For a footer you will be able to add:
- A title
- Text
- An image
Once created, custom headers and footers can be used in page templates. Footers can also be used for the whole report when generating a report.
Once all template fields have been completed click on Create Page Template.
Editing a page template
To edit a page template, click on the relevant template in the list. This will bring up the same fields as when creating a new template.
Note: When one of the master templates is edited it will lose it's 'archive' icon in the list. You can revert back to the master by opening the template and clicking on the Revert to Master button.
To edit the existing page content, click on the text and edit. Click the Save button when completed. See the knowledge article: Report Content Editor for more information on editing various components of the content section of the template.
Note: The example below shows how fields can be used when building content. For more information on fields see the knowledge article Reporting - Fields.
Once a template has been edited click on Save Page Template.
Deleting a page template
We recommend inactivating a template before deleting it to ensure that all users have alternative templates/reports to use. To inactivate a template check the 'Inactive' checkbox when editing the template.
To delete a page template, edit the template and click on Delete in the bottom right-hand corner.
Note: Master templates cannot be deleted. Any customisations made to a master can be deleted by clicking on the Revert to Master button.
Next article: Reporting - Page Layouts