Table of Content
With TabTool it's easy to create detailed and professional PDF reports with just a few clicks from the data you enter into the TabTool forms. Learn how to create a report PDF in TabTool in the article How to create a PDF report.
You can customize the layout of reports by adding your company logo and a cover page in your corporate design, and specifying content for the header and footer of the document. This article explains how to make these settings in the desktop application TabTool Office.
Global Report Settings
To access the global settings for reports, go to the system menu at the top right of the TabTool Office taskbar. Here, you can set preferences that apply to all reports in your TabTool package.
Click on the "Settings" button in the "Administration" submenu to access the setting options for reports.
General Settings
To do this, click on the
button and upload your logo file. Please note that the dimensions of the logo should ideally have a ratio of 6:1, for example, 1200 x 200 px.
Title page & last page
Do you want to use a title page for your reports? You can either use the TabTool default title page or upload your own custom title page.
To create your own title page layout, we recommend to download the standard title page template in .docx format by clicking on the
icon, edit it, and then upload the custom coverpage as a PDF.
It's advisable to retain the horizontal color area in the template in your layout, as this is where the project name and file title are displayed in automatically generated reports.
Information you enter in the "Coverpage company information" field will be displayed on the bottom right of the report cover page. Here, you can provide your company's address and contact details, for example.
Header & Footer
Define which information should be written into the header and footer using checkboxes.
Term Explanation: The "file type" is the general designation of the content of a column (e.g., Contact), which is displayed in the colored bar above the file. If there are multiple contacts, each individual file will have "Contact" above it. The "file title" gives each individual file of a file type a name (e.g. John Doe) and is always directly below the file type.
Local report settings
In addition to the global report settings, you also have the option to define specific report settings for a file type. This can be useful, for example, if you regularly upload many images to a file type and therefore want to display two or three images per row in the report instead of just one.
You can make such local report settings through the burger menu, which you select at the top right in the file type header. Settings made here apply only to this file type and for all users.
Note: Local settings can only be defined for standard report templates. If there is a report configured exactly for the record type, the global settings will always be used. Also, make sure to activate the "Use local settings" checkbox to override the global settings for the record type report.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article