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Understanding PDF Themes

Contents

Introduction

Contents

Control PDF Report Formatting and Fonts

Show or Hide Dollar Signs

Set Default Format for Negative Numbers

Set Number Precision

Set Page Orientation for Each Report Section Independently

Create, Edit, or Delete a Theme

Copy a PDF Theme

Assign a Theme to a PDF Template or Section

Pre-Packaged Themes

 

Introduction

With PDF Themes, you control the look and feel of many global items in your PDF reports, such as colors, number precision, display of negative numbers, and more.

PDF Theme Features

Themes give you these important features:

Control PDF Report Formatting and Fonts

With report themes, you can create a consistent look for all of your reports. When setting up your report, you control the font, font color, font size, and font alignment for each report section.

For more information, see Text and Page Formatting.

Show or Hide Dollar Signs

Show dollar signs in front of dollar amounts or hide them on your reports - it's up to you and your firm branding guidelines.

For more information, see Show Dollar Signs.

Set Default Format for Negative Numbers

You can choose how you want to display negative numbers on your reports. Use parentheses for negative numbers or use a dash.

For more information, see Use Parentheses for Negative Values.

Set Number Precision

You have complete control over the number of decimal places to display for each field type on your reports - for example, you can specify three decimal places for mutual fund shares and two decimal places for dollar amounts.

For more information, see Dollar Amounts.

Set Page Orientation for Each Report Section Independently

With themes, you can specify the page orientation independently for each report section.

For more information about all the settings you can control with PDF themes, see PDF Themes Settings.

Create, Edit, or Delete a Theme

For steps to create a new PDF theme or edit or delete themes, see Create, Edit, and Delete a PDF Theme.

Copy a PDF Theme

To make a copy of a theme, see Copy a PDF Theme.

Assign a Theme to a PDF Template or Section

Once you've created a theme, you can assign it to a PDF template or a PDF section. For more information, see Assign a PDF Theme to a PDF Template or PDF Section.

Pre-Packaged Themes

To help you get the most out of the new report improvements, our graphic designers have created report themes and report themes that will help you take your PDF reports to the next level.

For more information, see Default Site Themes.