The report content editor can be used in various templates to create and/or edit additional information. There are a variety of options to allow you to build up fully customised pages and headers at the firm level. Content can also be created and edited at an entity level once a report has already been generated.
This article shows you how to use the content editor by discussing the following topics:
Adding content in templates
Content can be added or edited in various templates by selecting the Admin Centre from the dropdown menu in the top right-hand corner of any screen. From here select Page Templates, Header Template or Notes. Open or add the relevant template.
In the Content section, 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 out the content:
- Horizontal rules
- Page breaks
- Placeholders for content, account notes and system content
- Financial tables (see the 'Creating financial tables' section below)
- Custom snippets
Once inserted all components can be edited, moved or deleted by using the icons to the left.
To customise any component click on the blue pencil icon to the left, or on the component itself, which will open the relevant section for editing. The image below shows how a paragraph can be customised. Once finished click on Save.
You are able to create lists with varying styles by creating 'Paragraphs' in the Content box.
There are six styles of list to choose from. The first four options also have a choice of suffix style.
- Uppercase letter
- Lowercase letter
- Roman numeral
A new paragraph needs to be added for each line in the list. This allows you great flexibility. You are also able to create multiple lists in the one template. To start subsequent lists, simply tick the Reset Numbering checkbox.
Note: Lists can also be created in header templates in exactly the same manner.
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
- Earnings Before Tax
These can be used alone or as part of a larger formula. To insert, click on the '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.
Creating content and editing within a generated report
Once a report has been generated from the Reports screen it is possible to add new content or edit certain parts of the report. To add content, hover the mouse over the area you want to add to until a blue plus sign appears.
Clicking on the blue plus icon brings up the following options to add content to the report:
- Horizontal rules
- Page breaks
- Signature Blocks
Once inserted all components can be edited, moved or deleted by using the icons to the left. To customise a component click on the blue pencil icon to the left, or on the component itself, which will open the relevant section for editing. The image below shows how a 'Paragraph' can be added and customised, allowing you to provide a summary on the Profit and Loss. Once finished click on Save.
Components generated from the report itself are also able to be edited. Click on the blue pencil icon to the left, or on the component itself, which will open the relevant section for editing. This enables you to change and customise the wording and display on an entity-by-entity basis.
Note: Financial tables cannot be edited or created in a generated report, but can be added into templates using the method described above.
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