Report Content Editor

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:

  • Headers
  • Paragraphs
  • Horizontal rules
  • Page breaks
  • Placeholders for content, account notes and system content
  • Images
  • Custom and Financial tables (see the knowledge article: Creating Custom and Financial Tables)
  • Custom snippets
  • Signatures
  • Spacers


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.



Creating lists


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.

  • Number
  • Uppercase letter 
  • Lowercase letter
  • Roman numeral
  • Dash
  • Dot



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 

Custom and financial tables can be created within the Content box to customise additional data that you may want to display in your reports. For more information on how to add a table see the knowledge article: Creating Custom and Financial Tables.



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:

  • Headers
  • Paragraphs
  • Horizontal rules
  • Page breaks
  • Images
  • Snippets
  • Signature Blocks
  • Spacers


Note: Tables cannot currently be edited or created in a generated report.


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 report-by-report basis.




Turning off the content editor for report previews


It is possible for an Administrator to turn off the content editor for generated reports in the Admin Centre. To do this, click on Global Report Settings in the Reports section of the Admin Centre. Then click the Disable Editing in Report Preview checkbox and hit Save and Close.




If the content editor is turned off, clicking on the the blue plus sign in a report will only show the option to add a page break.




Next article: Assets - Overview

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