To add your own custom non-wizard section to the Report Builder, click Add section.

This will open a new window where you will be prompted to:

• Give the section a name
• Select the report type(s) the section should be included in, and 
• Specify where in the Report Builder the section should be included.

If you select 'Automatically included in report', the new section will be automatically included in the main body of the Report Builder every time you create a new report. However, it is worth bearing in mind that it won’t be inserted into the Report Builder of existing reports or templates. 

If you select 'sections dropdown menu', the new section will be included in the ‘Available Sections’ drop down of the Report Builder of both existing and new reports and templates.  

On clicking Save, you’ll notice that the new section is added at the bottom of the list and marked up orange to indicate that it is owned by your company rather than Genovo.

Adding content to your custom section via the Report Content Manager

To add content into your custom section, you will now need to navigate to the Report Content Manager. This article does not go into detail regarding the functionality of the Report Content Manager as this is covered in a separate section. 

However, on selecting the relevant Report Type, you will notice that your custom section is now included in the list of Report Sections. On selecting the section, you’ll notice that two custom snippets have been automatically created – a 'section page break', and a 'Title and Content' snippet. It is in this later snippet that it is anticipated that you will add the content of your custom section.

To add content to and edit the snippet, click the edit icon and a window will open. You’ll notice that some content has been automatically added, including a section heading which has been styled as a Heading 1 so it comes out as a section heading when your reports are downloaded to word.

You can now edit the section heading and add content into the section as required. When pasting text into the Report Content Manager, we would always recommend that you choose the option of ‘Plain Text’. This will ensure that any formatting applied at source is removed from the text you paste in. It will also ensure that the text does not conflict with your selected Report Theme and does not come out in a different format to the rest of the text in your reports.

Having pasted the text into the snippet editor, you can then style it and apply formatting as required using the control buttons included within the toolbar. You should also use the 'paragraph format' function to ensure your text is formatted correctly to mirror the styles of your Report Theme. 

It is also possible to paste an image into the snippet editor using Ctrl+V, and resize it using the drag handles just as you would in Word.

Should you wish to display your custom content in tabular format, you can even add your own custom table to a snippet. To ensure your table takes on the same format and colour scheme as the rest of the tables in your report when it’s downloaded to Word, we would strongly recommend that you use the 'Insert Table' function within the snippet editor toolbar to do this.

You'll find further information about how to create a custom template table here.

It is also possible to create a new custom snippet for inclusion in your custom section. To create another custom snippet for the section, click Add custom snippet. 

You'll find further information about how to create a custom snippet here.