|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|
|The category section of the financial report that this page will belong to.||Four options:|
- Financial Statements
- Story Board
|Allow multiple in a single report?|
|When checked, this means that there can be more than one per report.|
|Exclude from contents page?|
|When checked, this page will be excluded from the contents page. Reserved for presentation pages, such as contents or cover pages.|
|When checked, this template will be removed from the report masters and not displayed.|
|Hide Page Number|
|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 Field||Allows entity specific details to be added into a firm-wide page. For more information see the knowledge article: Content Fields.|
|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.|
|Details the type of footer which will be displayed on the page (see below).||Three master options:|
- Report Default
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
- 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.