How to customize reports

Modified on Sun, 21 Jan 2024 at 07:43 PM

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.

TabTool Menü globale Einstellungen

In the settings menu then click on "Reports" to access the report settings. 

TabTool Report-Einstellungen

General Settings

Under the "General" section, you can upload your company logo, which will then appear in the header on every page of your report.

To do this, click on thebutton 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.

Additionally, in the "General" section, you can make settings for the following aspects:

  • Font (font type, font size)
  • Layout (alignment, paper format)
  • Display of a table of contents
  • Level of detail in the report content
  • Display of images & pins

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. 

TabTool Report-Einstellungen Deckblatt

To create your own title page layout, we recommend to download the standard title page template in .docx format by clicking on theicon, 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.

You can also customize the last page of your reports according to your preferences by uploading a corresponding custom PDF. For instance, legal notes can be automatically added as the last page to every report. 

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. 

Schaubild Aktentyp und Aktentitel in TabTool

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.

Pfad zu lokalen Report-Einstellungen in TabTool

In the menu list that opens, click on "Settings" in the "Report: Filetype xy" section. This will open a window where you can define the specific settings.

Lokale Einstellungen aktivieren in TabTool

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.

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