How to Use the Custom Table Feature

Client Report Templates

• Custom Table Field - drag and drop the new custom table field into a template.

Open

Open

• You are able to add in multiple custom tables to a template, there is not a limit to the number of tables added.

• Each custom table added has a 10,000 character limit.

Ability to add rows and columns

• Set your preferences for the number of rows and columns.

• Press save on the right hand side to display the preferred number of columns and rows.

• The maximum number of columns is 10 and the maximum number of rows is 50.

• Additional rows and columns can be added any point when creating the template or running a report.

• Rows and columns can be added at both the template and funder report level if more are needed.

Adding/Editing placeholder text to any cell

• Tap on any cell, add or edit your place holder text and apply any formatting needed.

• Save any changes to the template or report when completed.

• Adding/editing placeholder text can be done at the template or funder report level.

Ability to add text formatting - bold, underline, italicize

• Before or after adding text you can apply text formatting of bold, underline, and italicize.

• Text formatting can be applied to one or multiple cells, rows, or columns.

• Text formatting can be applied to the template and the funder report.

Ability to add Custom Tagging inside cells

• The @ symbol is located on the task bar

• This can be used to place several automatically into the report (reducing the amount of times they are tp be manually typed). See the options in the image below.

In other text areas, the @ symbol is typed into the free text section. On Tables it resides on the task bar.

Ability to add bullet points and numbering

• Before or after adding text you can add bullet points or number to any cell.

• Bullet points and numbering can be applied to the template and the funder report.

Ability to adjust size of columns and rows

• Adjusting the size of a row or column:

  • Row - drag the cell border to the right or left to adjust.

  • Column - drag the cell border up or down to adjust.

Row example:

Column Example:

• An adjustment to the row and column size will be displayed in the saved report as well as the PDF/Word exports.

Ability to add and delete unused rows and columns

• Add additional rows above and below the current row:

• Add additional columns to left and right of the current column:

• Delete/Remove rows

• Delete/Remove columns

Anytime you attempt to delete rows or columns, you will be provided with a confirmation pop up message, to confirm.

Ability to merge and split cells

• You are able to merge and split cells two different ways:

  • horizontally

  • vertically

Merging Cells:

Splitting Cells:

• If you merge horizontally and need to split the cells, you will need to use the horizontal splitting option.

• If you merge vertically and need to split the cells, you need to use the vertical splitting option.

• When merging and splitting, this can be done 2 cells at a time.

Table Wizard

The table wizard component gives you some advanced table formatting if needed. This can be applied to the table, individual cells, or accessibility.

The table wizard is available at the template and funder report levels for changes needed.

Common uses with the table wizard for templates and reports using the table and cell tabs:

• Alignment changes

• Background Color

• Borders

If you’d like to learn more about the table wizard, click here for a detailed guide: Table Wizard Guide for Advanced Formatting.