Master Files Overview
An overview of Master files.
Standardizing a report template helps an organization agree on a Document or Presentation report style across all the teams.
Master files or base templates contain a standardized template for a Document or Presentation report. These documents contain standard definitions for word styles, designs, header/footer sections, and so on. Using master documents ensures uniform report generation every time. In the Report tool, the master documents are the starting point for all Document and Presentation report creation.
Word Master
- Table of contentsNote: When exporting a Word report, a Word processing application is required to auto-update the Table of Contents.
- Table of figures
- Table of tables
- Table of references
- Style formats (available in the Styles ribbon)
- Headers/footers
- Page numbers
- Watermark images
- Design and borders
PowerPoint Master
- Slide Master Layouts - PowerPoint master files based
on Slide Master Layouts must contain placeholders for the following
elements:
- Slide masters
- Secondary slides with image, text, and table placeholders
- Style formats (available in the Styles ribbon)
- Slides with Existing Content - Presentation master files based on slides with existing content must contain sample images, text, and table data. This sample data will later be replaced while exporting a report.
- Slides with Generic Placeholders - Generic placeholders for image, text, and table placeholders. This allows you to open the Presentation reports in open source applications such as Google Docs and LibreOffice.
You may arrange the content (image, text, or table) shapes in your application by dragging text within the selection pane or using the right-click context menu. By default, a newly added item appears at the top of the list. Use the Z-Order technique for arranging the shapes in the slides.
During PPT export, order is decided based on the list in selection pane.