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 drop-down menu in the top right-hand corner of any screen. From here select Page Templates then + New Page Template.
The following table details the new 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 box) | 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. | Checked/unchecked |
| 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. | Checked/unchecked |
| Inactive (checkbox) | When checked, this template will be removed from the report masters and not displayed. | Checked/unchecked |
| Content | ||
| Header (dropdown box) | Details the type of Header which will be displayed on the page. | Five 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 box) | Details the type of footers which will be displayed on the page. For more information on creating custom footers see the knowledge article here | Three Options: - None - Report Default - Custom |
Once the template fields have been completed click on Create Page Template.
Editing a Page Template
To edit a Page Template select the edit icon next to the template as shown below.
Note: Some of the original page templates are unable to be edited as they are locked.
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. 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.
Next article: Reporting - Notes