This guide provides report editors with instructions on how to add and manage content blocks—including text, images, tables, and charts—on content and note page types as needed to provide additional context within a report.
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Build and Manage Pages of a Report Section Walkthrough
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Key Actions to Know
Start on a New Page in the Report
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Notes and Content page types have the option for you to ensure that the content begins on a new page rather than continuing from the page before. Click Start On New Page on these page types to enable this.
- Note: You can also add a Page Break as needed within a content or note page type.
Add Blocks
- Within a note and a content page type, you can add additional content blocks by selecting the blue + in a location where you want to add a block.
Manage Blocks
- Within a block you can choose to Keep with Next which will keep the current block with the next block on the page. It forces an entire paragraph or table to move to the same page as the next block.
- Add a block from a page to the Table of Contents by selecting Show in Table of Contents and completing the TOC fields.
- You can move the blocks around on the page by selecting the Up and Down icons after selecting a block to edit.
Copy and Paste Blocks
- You can also copy a block by selecting the Copy icon and select the Paste (clipboard) icon to paste the copied block.
Delete Blocks
- Select the Delete icon to delete a block. Click Yes, delete block to confirm the change.
Frequently Asked Questions (FAQs)
Q: Why can’t I add a content block to a section in my report?
A: Content blocks can only be added to a Content or Note page type. We recommend adding this type of report section below the section you are currently trying to add content.
Q: When should I use a Group content block?
A: If you want to group specific pieces of content together and utilize columns within a section for this content, a group content block is a great way to build out your section. Learn more with this resource.
Q: What should go in the the Entity locked content block?
A: This is typically where you can include your organization's name. We recommend creating a text Report Variable and using it in multiple sections as needed.
Q: I'm not seeing the Page Numbers in a section. Why are they not showing?
A: Page numbers are based on the templates settings. This can be customized by submitting a Support Ticket. Email support@onegravity.com to begin the process.
Q: How do I change the Page Margins of my report?
A: Page margins are determined by the template. Please reach out to our Support team if you would like to change them (support@onegravity.com).
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