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Using the Report Editor

Overview

 


The 'Report Editor' is an authoring tool which enables you to create and edit reports and report templates. 

Using the Report Editor, you can create reports which are simple to build, fun to experience on screen, and effective when printed on paper. Best of all, you only need to design a report once, for all formats. 

Navigation
The two viewing modes in the Report Editor are ‘Edit mode’ and ‘Preview mode’. You can quickly preview what the viewer will see by selecting ‘Preview’ in the top right of screen.

Click the 'Settings' button in the bottom left of the Report Editor to change the name of your report, edit the period under analysis, and switch on the ability for users to add comments to online reports.

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The purpose of ‘Sections’
‘Sections’ help to organise your report content into different views. From the outset, you can set up the structure of the report using ‘Section titles’ which form the top level headings.

When selecting an orientation for a section, consider which components you plan to include. In general, if you wish to layout a section with multiple charts, this will look best in landscape orientation. If you plan to layout your section with financial tables, this will look best as portrait orientation.  

Please note that you cannot move components between sections, and the orientation cannot be changed after you’ve created a section. 

Creating sections
Click on the three line icon in the top left of the editor, then select ‘New section’. From here, you can choose whether the section is landscape or portrait. Once you’ve created a section, you can add a section title. 

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Section breaks
Creating a section break can be achieved by adding a blank section as detailed above, or by adding a ‘Section break’ from the content library. This is found under ‘Text’ in the library. You will be required to select whether the orientation is landscape or portrait.

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Deleting a section
To delete a section in your report, click on the three line icon in the top left of the editor, then hover over the section you’d like to remove and click the three dots. When the overflow menu appears, click ‘delete section’.deleting_a_section.png

If you’d like to delete a section but not delete the contents inside, you can do so by removing a section break. This is only possible if the section you’re merging two sections of the same orientation.

Adding content to your report
When you first enter the editor, you can add content by clicking on the text link, ‘Add a chart, table or layout’. This takes you to the content library where you can choose charts, text and other visuals to add to your report.

To enter the content library in an existing report, hover over the white space between a component or row of components and click on the “+” icon that appears.

add_component.pngThere are four types of content available in the content library. These are:

  • Text
  • Charts
  • Financial Statements and data tables
  • Layouts

Use the 'Category' drop-down menu to filter your charts and quickly find your desired visualisation.

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Once you’ve added content from the library, you can customise each chart, and arrange the components into the most suitable layout configuration. The Report Editor uses a grid structure which enables various layout configurations. 

Branding your report
In the Report Editor, you can white label your reports with your company or client branding. The report heading is the 'Title Page' of the report. Edit the background image, logo and text alignment in the header by clicking the paint can icon.

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Publishing your report
When you're ready to publish your draft report, select the 'Publish' icon in the bottom left of the editor. 
You can select whether a notification email is sent to those the company is shared with.

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When viewing reports, readers can add their own comments or feedback directly into the reports. This can be done by clicking on the 'comments' icon when in view mode, for a published report. Alternatively, anyone with access to a draft report can add comments when in preview mode. 

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