Report page footers can be customised in Genovo. This feature is included as standard for Company Plan Midi or Company Plan Maxi accounts at no additional cost. All other plan types can purchase this feature as a one-off bolt on. Please get in touch if you want to know more.
Report page footers can be configured in the lower section of the Report footers feature, accessed from the Customisation dashboard.
The content you include with this field will then be rendered at the bottom of every page of the report, except the report title page - the Report title page footer is dealt with in the upper section of the Report footers feature.
Default report page footer
Genovo has a default report page footer. This shows your company name on the left and the page number on the right. If you have made changes to your report page footer and you want to restore the default footer, simply click the Reset button in the bottom right corner.
The HTML text box
You can use the HTML text box to enter and configure the content that you want to appear in the footer. For simple content (for example a regulatory statement), just type into the text box, format the text as required (font size, colour, position etc) and that’s how it will appear in your report.
If you apply formatting to your text (Heading 1, Heading 2, etc) , it will use the settings from your account’s Report Theme. This includes alignment settings, so you cannot have (for example) a table that uses the Report Theme's 'Heading 3' text styling with different alignment treatments in different table cells.
Note that you can also add images and tables to your report page footer, using the appropriate tools in the HTML toolbar.
Configuring complex page footers, especially involving tables, can be difficult using the normal view of the HTML text box. We strongly suggest using the HTML view, which is accessed using the Code view icon at the left end of the HTML toolbar.
Report tags
A really useful feature of all HTML text boxes in Genovo is Report Tags. These are placeholders that instruct the Genovo report generator to replace the tag with some dynamic wording, a table, a list, an image, etc. Clearly, some Report Tags will not be appropriate for a Report page footer, but some can be quite useful, for example:
- {CompanyName}
- {Client}
- {Date}
- {ReportTitle}
- {CurrentPageNumber}
- {TotalPageNumber}
- {CurrentPageNumberOfTotal}
All the Genovo Report tags are explained in the Genovo Summary of Report Tags.
Example HTML
Using the HTML view requires some knowledge of how to write HTML, but to assist, we’ve shown some example HTML below for a small selection of example report page footers.
NOTE – the HTML below must be pasted into the Code view of the HTML text box – if you paste it in the normal view, it will not work.
Default report page footer – company name on the left, page number on the right, font size 10pt
<div>
<table class="e-rte-table" style="width: 100%; border: none; background-color: transparent; text-align: left;">
<tbody>
<tr>
<td style="border:none;background-color:transparent">
<p style="text-align:left;background-color:transparent;font-size: 10pt;">{CompanyName}</p>
</td>
<td style="border:none;background-color:transparent">
<p style="text-align:right;background-color:transparent;font-size:10pt;">{CurrentPageNumber}</p>
</td>
</tr>
</tbody>
</table>
</div>
Simple regulatory statement – centrally aligned (will need to be edited with your FCA number)
<div>
<p style="text-align: center;">{CompanyName} is authorised and regulated by the Financial Conduct Authority. Registration number 1234567</p>
</div>
Three-column table - with adviser name in the left column (left aligned), regulatory statement in the centre column (centrally aligned) and page number in the right column (right aligned). Font size set to 8pt.
<div>
<table style="width:100%;border:none;background-color:transparent">
<tbody>
<tr>
<td style="border: none; background-color: transparent; width: 15%;">
<span style="font-size: 8pt;">{CL_AdviserText}</span>
</td>
<td style="border: none; background-color: transparent; width: 70%;">
<p style="text-align:center;background-color:transparent;font-size:8pt;">{CompanyName} is authorised and regulated by the Financial Conduct Authority.</p>
</td>
<td style="border: none; background-color: transparent; width: 15%;">
<p style="text-align:right;background-color:transparent;font-size:8pt;">{CurrentPageNumber}</p>
</td>
</tr>
</tbody>
</table>
</div>
Three column table – with adviser name in the left column (left aligned), report name in the centre column (centrally aligned) and page number / total pages (eg ‘page 4 of 12’) in the right column (right aligned). Font size set to 8pt.
<div>
<table style="width:100%;border:none;background-color:transparent">
<tbody>
<tr>
<td style="border: none; background-color: transparent; width: 15%;">
<span style="font-size: 8pt;">{CL_AdviserText}</span>
</td>
<td style="border: none; background-color: transparent; width: 70%;">
<p style="text-align:center;background-color:transparent;font-size:8pt;">{ReportTitle}</p>
</td>
<td style="border: none; background-color: transparent; width: 15%;">
<p style="text-align:right;background-color:transparent;font-size:8pt;">page {CurrentPageNumberOfTotal}</p>
</td>
</tr>
</tbody>
</table>
</div>