Using the Report Editor

The report editor lets you write professional, formatted content for each section of your report. It supports rich text formatting, tables, and cross-references.

Getting Started

Open any report from the Reports page and click a section in the left panel to begin editing. The editor opens automatically.

Formatting Text

Use the toolbar at the top of the editor to format your content:

• Bold (Ctrl+B) — emphasise key terms or findings
• Italic (Ctrl+I) — scientific names, titles
• Underline (Ctrl+U) — highlight important passages
• Headings — H1, H2, H3 for document structure within a section
• Lists — bullet lists and numbered lists
• Blockquote — set off quoted material or key findings

All standard keyboard shortcuts work as expected.

Working with Tables

Click the Table button in the toolbar to insert a 3×3 table. Once inserted:

• Click any cell to edit its content
• Right-click a cell to add or remove rows and columns
• The first row is automatically styled as a header

Tables are numbered automatically across the report and can be referenced using cross-references.

Inserting Cross-References

Cross-references let you link to a figure, table, or section by number. When the document is exported, each reference resolves to the correct current number — even if sections are reordered.

To insert a cross-reference:

1. Position your cursor where you want the reference
2. Click the cross-reference button in the toolbar
3. Choose Figures, Tables, or Sections
4. Click the item you want to reference

The reference appears inline as "Figure 3" or "Section 2" and updates if the numbering changes.

Controlling Page Layout Per Section

Click the Layout button above the editor to expand section-level layout controls. From here you can:

• Set the page orientation (Portrait / Landscape) for this section
• Override the page size (A4, A3, Letter)
• Choose a column layout (Single, Two-column, Sidebar)
• Toggle whether this section starts on a new page
• Override the header or footer text for this section

These settings apply to this section in the template and affect all reports generated from it.

Body Sections vs Appendix Sections

Each section has a category — Body or Appendix:

• Body sections are numbered: 1, 2, 3, ...
• Appendix sections are lettered: A, B, C, ... and always appear after body sections

Change the category in the Layout panel. The table of contents and all cross-references update automatically to reflect the correct number or letter.

Table of Contents

If the report template has the Table of Contents option enabled, a TOC page is automatically generated after the cover page when you export to PDF or Word. The TOC lists section titles with page numbers.

Control the TOC depth (1 = section titles only, 2 = section titles + first subheadings) in the template settings.

Saving

Changes are saved manually. Click Save in the section header when you are done editing. The button shows "Saved" once your changes are stored.

Related Articles

• Authoring and collaborating on reports — Overview of the full report authoring workflow
• Report Structure and Layout — Configuring page layout, columns, and section ordering