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  3. GoReport Creator - How To

Design - Text

Note: The GoReport Creator tool has a drag-and-drop interface that enables you to easily add sections to your report and move sections into the position of your choice.    

Capture Settings

Tokens

Publish Settings

  • In the Design tab, drag and drop or click on Text to bring this field to the centre of the screen.

text button highlighted

  • Choose a title for your item and click Add.

add capture settings button

  • The Item Title has been updated.

Tip: The data capture autosaves every change made in real time.

  • Click on the item to edit the settings.

version option highlighted

Capture Settings

  • The Item Title can be changed at any stage before making the template live.

item title text box

  • A Field reference for each item is created automatically after you choose the Item Title.

Tip: The Field reference cannot be changed or updated. If you wish to change the reference name, you will need to delete the heading and create a new one.

  • Field references can be copied using the clipboard icon (as shown below).

copy to clipboard button

  • The clipboard will change colour when it has been copied. This reference is then stored in the Reference Library under Publish Settings for future use.

clipboard icon has changed colour to green

Default Field Content- Enter content as you would like it to be shown in the data capture and report. 

default field content text box

Default Field Note Content- Enter a note, relevant to this field of content. A note can be a reminder or a prompt. This note will be excluded from the published report.

default field note content box

    A “Token” is a placeholder for data capture. You can use the standard tokens in the data capture or use field tokens.

    • Click on the arrows to expand the token list. 

    add tokens drop down

    • Standard Tokens are taken from the report- for example: Author Name.

    standard tokens highlighted

    •  Select one or more token(s) to include in the field.

    standard tokens highlighted

    • To make this Text item a required field during data capture, use the Required Field toggle button.

    required field toggle switch

    Publish Settings

    •  General - By using the toggle buttons, you can select whether to include this item in the published data capture and whether a page break should be included directly after.

    publish settings

    • Layout – You can choose to have the Field Title and Field Value on the same line, have the Field Value below the Field Title or display the Field Value on its own.

    layout field title

    Navigation buttons:

    navigation buttons

    Tip: When you click on an Item from the Design screen, it will automatically be placed at the bottom of your data capture list.