Customizing GHG reports allows you to tailor the appearance and content of your reports to align perfectly with your organization’s branding and specific needs. This guide walks you through the process of modifying the theme, cover pages, and content of your GHG reports. By following these steps, you can ensure that your reports are informative, comprehensive, visually appealing, and personalized for each client.

Click on "Branding" in the menu, then select "GHG Reports (PDF Format)" from the options. This action will take you to the GHG report customisation page.

Default View:

You will see the default GHG report layout when entering the customisation section. The default layout includes our pre-designed theme, cover pages, and content.

In this section, you can customize these default components to create a report that aligns perfectly with your needs and preferences.

 

Customizing the Theme:

  • Navigate to the "Theme" section. This section allows you to modify the overall appearance of your GHG report.
  • Click on the "Edit" button in the Theme section. A customisation panel will open, allowing you to modify:
    • Header Colour: Choose a new colour for the header. You can select a colour from the provided palette or input a specific colour code to match your organization's branding.

This colour will be applied to all the headers throughout the report, ensuring a consistent and professional look that aligns with your brand's visual identity.

  • Text Colour: Customize the colour of the report text. Select a colour from the palette or enter a specific colour code to ensure the text is visually appealing and readable.
  • Text Font: Select the desired font style for the report text. You'll find a list of available fonts in the panel, ensuring that you have access to open-source licensed fonts. Choose one that best fits the tone and style of your report, ensuring readability and visual appeal.

After selecting and adjusting, click the "Save" button to apply the new theme settings. This action will update the report's appearance based on your customisations, ensuring that the report reflects your desired look and feel.

Editing Cover Pages:

Navigate to the "Cover Pages" section. Here, you will see the background images used for the front and back covers of the report.

In this section, you have two options:

  1. View Cover Pages: Click the "View" button to see how the current cover pages look.
  2. Edit Cover Pages: To modify these cover pages, click the "Edit" button. In the edit mode, you can:

  • Change the Cover Image: Upload a new image for the front or back cover.

  • Add Text: Insert new text elements onto the cover, such as titles, subtitles, or other relevant information.

  • Remove Text: Delete any existing text elements you do not need, simplifying or updating the design.

Once satisfied with your edits, click "Save" to apply the changes. This ensures that your customized cover pages are updated and ready for use.

Customizing the Content:

Move to the "Content" section, where the main body of the GHG report is displayed.

Click the "Edit" button to enter content editing mode. This mode allows you to make changes to the text and layout of the report.

  • Add Text: Insert new text sections as needed to include additional information, data, or commentary.
  • Delete Text: Remove any unwanted text from the report to ensure the content is relevant and up-to-date.
  • Format Text: Apply formatting options such as bold, italic, underline, bullet points, and numbering to enhance readability and emphasize important points.
  • Add Keywords: Look for the blue box labelled "Add Keywords to Report Template" at the left menu. Keywords like {Customer Name} can be clicked and inserted into the text. When the report is generated, these keywords will be replaced with actual data (e.g., the client's name).

For example, adding {Customer Name} within a sentence will dynamically display the client's name when the report is generated. This allows for personalized reports for each client.

Managing Tables and Charts:

The report includes various tables and charts to present data visually. To manage the visibility of these elements:

  • Locate the specific table or chart within the report.
  • In the upper right corner of each table or chart section, you will see options to "Hide chart in the report" or "Show chart in the report".
  • Click these options to toggle the visibility of each table or chart.

After making all desired changes to the theme, cover pages, and content, click the "Save" button to save your customized report. This ensures that all customisations are retained and reflected in the final document.

Revert to default settings:

If at any point you wish to revert to the original settings, click the "Revert to default" button. This will discard all changes and restore the report to its initial default state.