Rendering a Report Leveraging a Template

• Microsoft Excel default page numbers are supported, but customized page numbers are not supported in the header/footer. Use alignments (left/right/center) for the header/footer instead of spaces. If the page number is included with spaces, starting at page 10, it will wrap to the next line.

• The cover page of the Financial Package report can be designed using a Microsoft Word Template and attaching it to the Financial Package report. You can also define header and footer and apply a watermark logo in the template to generate a nicely formatted Financial Package output.

• Ensure that you define only one page for the Cover Page in the template. If the content in the cover page is more than one page, the content after the first page is truncate during the Financial Package Word document creation.

• Reduce the size of your margins in the template to provide more area for rendering either reports or referenced Microsoft Excel or text documents (Word or plain text). It is recommended that you increase the area so that the resulting report is presented in a clear and easy to read manner.

• Template margins are applied to the generated Financial Package report for all sections, including document uploads. Ensure that the margins are applied without overlapping the header/footer section. The bottom margin of a page should be above the top margin of the footer. The top margin of page should be below the bottom margin of the header. Do not overlap.

• You can modify the Heading Styles that the Financial Package output document uses. To make the change to the styles, open your template and select the Styles Window. Within the Style Window, highlight the Style you want to modify and select the drop-down arrow and select “Modify”.

• You can change items such as font, font size, and color. Once complete, select New documents based on this templateto apply the settings to all future Financial Package Reports that are generated based on this template.

  
  

If you have the Financial Package output report open when making the change to the template, close the Financial Package output report and Preview the report again. you cannot re-generate the output to see the results of changes made to the template.