|Is used to identify the template when creating reports.
|This will be displayed on the page and also in the contents section of the report.
|The category section of the financial report that this page will belong to.
- 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.
|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'.
|When checked, this template will be removed from the report masters and not displayed.
|Allows entity-specific details to be added to 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
|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 Name
- Content (for more information see the knowledge article: Report Content Editor)
For a footer you will be able to add:
- A Name
- 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.