Slide Master Setup Options

Your Financial Package report is displayed based on the set up of your master slide in Slide Master. To access Slide Master, open Microsoft PowerPoint, click View, and select Slide Master.

Setting Up a Slide Master with a Cover Slide

In this example, a Financial Package report will be produced with a cover page that is different from the title slide and subsequent pages. The remainder of the pages may contain different reports, however, all reports will have the same layout.

The cover slide is set up as a slide in the PowerPoint template itself (not within Slide Master).

If this template is selected as the PowerPoint template in Financial Package Publisher and the Cover page is the page, then the Title page will contain the title of the Financial Package report and the remainder of the report pages will be displayed on the Financial Package Template designed.

Now, return to the Planful application and select the PowerPoint Template as the Template for a Financial Package report.

Add a section to the Financial Package report.

The Slide Title checkbox is selected so that the Name of the report (called Finance Report) appears on the generated slide in the report output.

Setting Up a Slide Master without a Cover

Sometimes you do not want a cover page. In this case the Slide Master setup will be the same as the setup in Example 1, but the cover page will be deleted. Therefore, you would have a PowerPoint template that is blank, there will be no slides.

When Example 2 (without a cover page) is selected as the PowerPoint Template, the Financial Package report is generated without the cover page; only the Title page and the Financial Package template are generated for the text section.