Portfolio Report (Content and Design)

Once a report’s availability and access is set up, you can organize the content and display of the report itself. The editing space includes the Report body workspace on the left and the Report Settings panel on the right.

General Options

  • Report Title … displays on the Reports page, and in the Report Header
  • (Optional) Subtitle … displays on the Report Header, under the title
  • You can change the header text and background color by using the Text Color and Background Color selectors.
  • Override colors on included reports … You can use this to enforce consistency.
  • Report Options … This is how to select which report(s) are included, by adding them one at a time. The order can easily be changed by using the blue up/down arrows.
    • Report … Select a report from the drop down.
    • Override Report Title … off by default. You can provide text to be displayed in the report header.
    • Override Table Of Contents Report Title … off by default. You can provide text to be displayed in the table of contents of the Portfolio report.
    • Override Report Sub-Title … off by default.
    • Override Report Display Header … off by default. Select Default, Display or Hide.
    • Override Report Display Profile Image … off by default. Select Default, Display or Hide.
    • Add report description to table of contents … off by default. You can add a description of the report to the Portfolio table of contents.
    • Add page break after report when printing … on by default.
  • Target people from the following roles … Select one or more Roles; if none are selected, all Roles will be included.

 

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Version(s): GideonSoft 2020 Release 1 and later