Overview: Users can customize their report cover sheet within the Fiduciary Focus Toolkit. This functionality allows advisors to ensure their reports reflect the appropriate contact information and branding of their business.
There are two ways to customize a cover sheet in the Fiduciary Focus Toolkit, filling in a pre-set template in the "Cover Sheet" tab or creating a fully customized cover sheet. This article will cover both features.
Skip to...Utilizing the Cover Sheet Template, Creating a Fully Customized Cover Sheet
Utilizing the Cover Sheet Template
To customize the cover sheet using the pre-set template, follow the steps below:
- Click on Application Management (gear icon in top right corner).
- Select Cover Sheet from the options on the left.
- Update the relevant details:
Note: The logo file must be a PNG, JPG or GIF and be under 2MB. The logo will be resized to a max-width and max-height of 200 pixels.
- Once completed, click "Save Changes". Any future report will contain the updated cover sheet.
Creating a Fully Customized Cover Sheet
- To create a fully customized cover sheet, please navigate to the "Report Theme Editor" tab in Settings:
- There are two different tabs for customization: Report Sections and Custom Cover Page. These themes can also be built for both Portrait and Landscape reports without needing to create multiple themes.
Note: the Portrait and Landscape options need to be customized within the same theme.
- Click on "Custom Cover Page". This screen will allow the user to add a background image of their choosing and configure the placement of various system fields.
- To add the system fields, simply drag and drop to the desired location on the Cover Page. There is also the option to add free text should a user wish to add information not included within the System Generated Fields.
- The Report Theme Editor includes the ability to set the text color and alignment, along with various other formatting options using the toolbar at the top of the cover page editor.
- While working through the process of customizing the cover page, it is recommended that the user pause and preview to see the progress as it will populate on live reports:
Note: The cover page must be customized for both Portrait and Landscape settings, if both are being utilized in the workspace.
Resources:
- We have a library available with accurately sized images available for use within the Report Theme set up. You can find those here: Image Library for Report Themes
- For more information on custom report themes and branding, click here.