The 'Report Editor' enables you to create and edit reports and report templates.
Using the Report Editor, you can build reports simply, that are engaging to experience on screen and effective when printed on paper. Best of all, if you plan on reusing a custom report, you only need to design that report once!
The Report Editor has two viewing modes; 'Edit' and 'Preview'. You can toggle these modes in the top right of the screen.
The 'Settings' button in the bottom left of the Report Editor lets you to change the report name, the period under analysis, and allow/disallow commenting on reports.
Sections help to organise your report content into different views. Sections help you set up the structure of the report, creating an outline on the left, and forming top-level headings throughout the report.
The orientation of a given section cannot be changed later, so it is best to consider which charts or tables you plan to include – and how they would best look in the report.
In general, multiple charts on a single page will look best in landscape, whereas financial tables and text will look better in portrait orientation.
To create a section, click on the 'three-line icon' in the top left corner of the editor and click 'New Section'.
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 (view 'Content Library' heading on this page). This is found under the 'Text' category. You will then be prompted to select the orientation of the page.
Reminder: the orientation of the section cannot be changed after creation.
Deleting a section
To delete a section, find the section title in your report and hover over it to expose the three-dot icon. From the drop-down menu, select 'delete section'.
If you’d like to delete a section header but not the contents within the section, you can do so by removing a section break. You can only remove a section break if the section above is the same orientation as the current section (by removing the section header, you are merging the current section with the one above it – and they must be the same orientation).
Adding content to your report
When you first enter the editor, you will be prompted to ‘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 draft report, hover over the white space between a component or row and click on the '+' icon that appears.
There are four types of content available in the content library;
- Financial statements & data tables
Use the 'category' drop-down to filter your charts and quickly find the desired visualisation.
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.
If you intend on printing the report, be sure to adjust both the ‘Online’ and ‘Print’ settings to add background images, logos, and designs.
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 then select whether a notification email is sent to those the company is shared with.
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. Additionally, anyone with access to a draft report can add comments when in preview mode.