Working with PowerPoint

When using PowerPoint as the Document Type and an uploaded Template for the generated Financial Package report, ensure you can customize the look and feel of the generated Financial Package report for all slides in a single location. For example, you can add background images (such as Corporate logo), change color schemes, or apply different fonts and bullet styles. Financial Package uses the Slide Master from the uploaded template to generate the Financial Package (in PowerPoint, select View from the Ribbon and then select Slide Master). Therefore, you do NOT need to add any slides to the template to reflect the different styles to use during Financial Package generation (a template can be blank, saved successfully, and loaded to the Financial Package). The one exception is a Cover Slide, which is discussed below. Control the Cover Slide through Slide Master and the Slide Layouts contained within.

The Slide Master is usually made up of several different Slide Layouts which represent Title slides, Content slides, or different slide orientations. The following Slide Layouts are used by the Financial Package to generate Financial Package reports in PowerPoint.

• Title Slide Layout – used to generate the Financial Package report level slide (for example, the root level Financial Package member)

• Section Header Layout – used to generate the Group sections from the Financial Package report

• Title and Content Layout – used to generate all other sections within a Financial Package report (Text, Document, and Financial Report, for example)