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 the 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 of 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 headers 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. | See the section below to get instructions on how to edit the content. |
| 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 the Content Section of a Page Template
To edit or add content to the Page Template, hover the mouse over the centre of the Content box until a blue plus sign appears.
Clicking on the blue plus icon brings up a variety of options to build the content of the Page Template, including:
- Headers
- Paragraphs
- Horizontal rules
- Placeholders for Account Notes and Contents Tables
- Images
- Financial Tables (see 'Creating Financial Tables' below)
- Snippets
- Signature Blocks
- Spacers
Once inserted all components can be edited, moved or deleted by using the buttons to the left.
To customise any component click on the blue pencil button to the left, or on the component itself, which will open the relevant section for editing. The image below shows how the Header can be customised. Once finished click on Save.
Once the Page Template content has been designed click on Create Page Template and the template now appears in the list of available templates.
Note: All customisation of content shown here is also possible within a report once the report has been generated.
Creating Financial Tables
Financial Tables can be created within the Content box to customise additional financial data that you may want to display in your reports. To begin, add a table by clicking on the blue plus icon and then the ellipsis next to 'More'. This will bring up the remaining options, select Financial Table.
To customise and add formulae to the table, click on the pencil icon on the left. This will change the background colour so that you know you are in edit mode. Hover your mouse over the bottom of the table until the blue cross appears. Clicking on it will bring up the option to add Headers, Rows, Totals and Spacers to build out the content of the table.
Once added the rows can be customised by clicking on the pencil icon, which will bring up a dialogue to enter information such as; the level, titles, the ledger side and whether the results will be displayed as percentages. The options available will change depending on the row type selected.
The Formula Editor
The Row and Total options also allow you to create formulae so that the data will auto-populate when generating a report. To do this click on the Manual button under the Period headings. This will bring up the Formula Editor. Reportance contains a number of standard formulae for use:
- Gross Profit
- Operating Profit
- EBITDA
- EBIT
- Earnings Before Tax
- Profit
These can be used alone or as part of a larger formula. To insert, click on the drop-down menu to the right of 'Select type of element to insert'. Selecting Standard Formula will bring up a second drop-down menu with the options listed above. Choose the relevant formula and click Insert. Once your formula is complete click Save.
It is also possible to create formulae manually. To do this you can use the MasterAccountId and/or AccountId options from the 'Insert Components' drop-down list. This will bring up a second drop menu of System Headers or System and Custom Headers, respectively.
The Formula Editor is a powerful tool that can be used in conjunction with Fields (see the knowledge article: Reporting - Fields) to create fully customised reports. Below is an example showing the formula for Debtor Days.
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.
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 - Report Masters