Add a new page

To add a standard page

  1. From the Customise Layout tab within your organisation or group, click Add Page.

Add Page3



  2. You now have two options to view and choose the page you want.

     To view all pages of a specific type, for example all Profit and Loss pages, select the required option from the left-hand pane. All pages in that category then appear in the right-hand pane.

Select Type2



   3. To search for pages by a specific keyword, enter the keyword you want in the box at the top of the window. All pages which match that keyword then appear in the right-hand pane.

Search



     4. Select the page that you want to add. When you do this, a new pane appears on the right-hand side of the window, showing a brief description of the page. To continue, click Next.

    5. Complete the Page Settings options as needed, then click Add Page.

Page Settings



Your new page is added and the outline briefly appears in green.

To add a custom page


With the Custom Page option, you can add your own content to a Spotlight report in PDF, JPG, or PNG format.

  1. In the Customise Layout tab, click Add Page.
  2. From the left-hand pane, click Add your own content.

Add own content


  1. From the centre pane, select Custom Page.
  2. Click Next, then in the Page Settings area in the right-hand pane, enter the required page name and choose where you want to place the new page.
  3. Click Add Page.

Your new page is added and the outline briefly appears in green. You can now customise the page to include your own content.


Still need help?
Get in touch!