Tailor your Access Ledger reports to your business needs by adding a company logo and building custom report pages. Follow the steps below to get started.
Add a company logo to a report
To add your company logo to a report, you first need to upload it to the Image Library, then insert it into your chosen report.
Upload your logo
To upload your logo to the Image Library:
Navigate to the Admin Centre.
Select Image Library under the Resources section.
Click + New Image to upload your logo.
Insert the logo into a report
To insert your uploaded logo into a report:
Open the report you want to customise, or create a new one.
Go to the Content section.
Hover over the area where you want to add the logo, then click the Plus button.
Select Image from the More... section.
Choose your uploaded logo and adjust its settings as needed.
Click Save.
đ¤Tip: You can place your logo in various sections of the report, such as the header or footer, depending on your preferences.
Create and customise report pages
You can add and customise pages within a report template to suit your reporting requirements.
Open the relevant entity and navigate to the Reports tab.
Create a new report template or edit an existing one.
In the PAGES section, click + Add Page.
Choose the type of page you want to add (for example, presentation, financial statements, or notes).
Open the Customise dropdown for the selected page.
Modify the title or other settings as needed.
Optional: click Create custom columns to add or adjust columns for the page.
Click Save and Close or Save Only to finalise your changes.
đNote: Administrators can create additional page templates in the Admin Centre, which users can then select when building reports.