How to customise the table text in your reports

How to customise the table text in your reports

Kate Wells

IMPORTANT – This user tip relates to an older version of Genovo. Although much of the content and many of the concepts still apply to the current version of Genovo, the screenshots and some instructions may no longer be accurate.


Have you had chance to check out the Genovo Suitability Report New Features & Updates August 2018 as yet? You may have noticed we’ve made some changes to how the Plan Summary tables are rendered in the review and recommendation sections of your report.

Prior to August’s release, I know some of our users experienced issues with words leaching over 2 lines when lots of fields were included in a table. This would happen when the column wasn’t wide enough to display longer words in full. Following August’s release, if a table has more than 7 fields, it will now be rendered vertically which resolves the issue. 

However, since the release, I’ve had a few users get in touch to ask how to increase the size of the table text. This gave me the idea to do a user tip blog linked to the Report Theme. This may be a refresher for some, or completely new to others, but hopefully you will all find it useful to help further customise your reports.


The Report Theme

In the Report Theme there are two styles that relate to the table text – the Table Header and the Table Content.

For each style you can customise the font name (type), font size, colour, whether it is bold or italicised and its alignment

Font Name

Genovo comes preloaded with a number of popular fonts so users can easily customise the look and feel of their reports to reflect their own house style. You’ve probably noticed that this isn’t an exhaustive list. However, we are able to add custom fonts to a Report Theme. So if you are signed up to a Company Plan Mini or above and you’d like a custom font added, just drop me a quick email and I’ll get that sorted for you.


Font Size

Since the release we’ve changed the default text size for table text in the Genovo Report Themes to font size 11 as we feel this provides a good balance of presentation and legibility of the text. However, this is only our suggestion and you can clearly change this to reflect your own preferences – just remember, the font size you select in the Report Theme is a global setting and will be used in all of the tables, of all reports created by all of your account’s users.


Font Colour

You can change the colour of the table text using the colour picker or by entering the appropriate hex code. A hex code is a six digit code used in web design to specify a particular colour. If you don’t know the hex codes of the colours used in your branding, here’s a link to a handy little tool which will grab the hex colours from your website simply by entering its URL.


Alignment

You can also change the alignment of the table text. However, once again just remember this will affect all of your tables including, for example, the Risk Warnings table.  Therefore, if it’s the case that you only want to change the alignment of text in one table, you may find it easier to just adjust it manually once you’ve downloaded your report to Word.

So let me know if you would like your own custom font added to your account; and as always, if you do need any guidance on how to customise your account just get in touch and we’d be happy to help.

Further Reading

You’ll find lots of useful information about how to customise your reports in our Knowledge Base or by clicking on the links below.

Video Tutorial: ​How to customise the font and styling of your reports using a Report Theme

More Genovo User Tips

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Written by Kate Wells

Kate loves to help people, and has made it her mission to ensure that all of our customers have the best possible experience whilst using Genovo. She is a perfectionist, in part driven by her passion for sport. She is a keen cyclist and long distance runner, and was a member of the Team GB 2012 Olympic swimming squad. Kate is never afraid of a new adventure. In 2012 she made it through to the last 17 of The Apprentice, and although Kate is still slightly disappointed she narrowly missed out on the TV rounds at the last hurdle, we certainly believe that Sir Alan’s loss has been our gain!

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