Quick & Easy Report Updates with the Background Function
Dapresy is introducing a new series of articles, prepared by Daniel Landelius, Customer Support Specialist, which will focus on report building for efficiency. The series will highlight different functions in the system and how to best utilize them when setting up your project. The ultimate goal is for you, the project administrator, to save time and cut down manual work.
You may occasionally have the need to set up a standardized report used primarily for exporting to PowerPoint. Usually, these reports have the same layout and contain a lot of identical slides.
Perhaps you have a report containing 20 slides that look something like this:
This slide has a simple layout. The focus is on one large chart, with a number of added objects that explain the chart content. These added objects give the slides a consistent layout throughout. In the image below, you can see the different objects we are referring to marked in red.
If you have multiple slides with these objects, it becomes very time-consuming to update, given that each change needs to be done manually on every single slide. You may also quickly reach the recommended limit of 200 objects per report. Although it’s just a recommendation which doesn’t prevent you from setting up your dashboard, it’s not fun to see, so we try to avoid it.
So, what’s the magic solution here? A system function called “Enter Background”. This function will make it much easier to check your design and update it.
To find “Enter Background”, go to the Layout menu in your StoryTeller. Click on the “Enter Background” icon and enter the background elements of your report.
Take a look at the example slide above. There are several objects that have been placed in the background. This results in them automatically showing up on every other slide in the report. It’s incredibly efficient as you only need to update the objects in the background on one slide in order to apply the change to all of your report’s slides. Below you can see what the example slide’s background looks like with the added objects.
As you can see, we’ve added several objects to this slide. In an upcoming article we’ll cover these objects in more detail – what information they present and how to set them up. In the meanwhile, feel free to investigate this function by yourself.
This is the first piece in a series of articles where we will try to reveal hidden gems and shortcuts you can use within the system to make your reporting really stand out! If you have any questions, feedback or ideas on topics you’d like for us to cover, please don’t hesitate to email Daniel directly at firstname.lastname@example.org.