Overview: This article reviews the Report Theme Editor which allows for in-depth, custom branding of reports run within the Fiduciary Focus Toolkit. This includes cover page customization, report color customization, and custom header and footer options.
Skip To: Customizing Report Sections, Customizing Cover Page, Resources
The Report Theme Editor is in the account settings, which can be found by selecting the gear icon in the upper right-hand corner of the Toolkit.
Select the Report Theme Editor tab on the left-hand side and click 'Add New Theme'.
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. Please note that the Portrait and Landscape options will both need to be customized within the same theme.
Customizing Report Sections:
This screen will allow you to choose images for your Headers and Footers, along with the color theme of your report sections. You can edit the color of text, table headers, and table rows.
As colors are set, the preview of the report will update in real time. These colors can be changed using a known Hex or RGB code, along with the option to choose a color manually:
Customizing Cover Page:
Not looking to add this much detail? There is also the option to simply update the default cover sheet.
This screen will allow you to add a background image of your choosing and configure the placement of various system fields.
To add the system fields, you will simply drag and drop to your desired location on the Cover Page. There is also the option to add free text should you want 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.
As you work through the process of customizing the cover page, you can pause and preview to see your progress as it will populate on the live reports:
Note: The cover page will need to be customized for both Portrait and Landscape settings, should there be multiple orientations being run in the account.
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