A ResearchStory template is used to style your report. It includes settings for the PowerPoint file used to generate your report, the chart colors as well as additional appearance settings.
Templates from under the user menu
Create New button on the Templates page
Give your template a name to identify when generating reports
Then select an existing PowerPoint file or upload a new one (for more information about the format of this file see Powerpoint Templates )
Select which color scheme to use
Customize Report Appearance
You can select your template or use an existing one when creating a new report. Simply select the desired template from the Template dropdown on the New Report page.
ResearchStory generates the PowerPoint files in your report from a template file. From that template file slides are created using layouts found in the Slide Master (see What is a slide master?). At a minimum that slide master should have the following layouts included (each new slide master should have these standard):
These three layout types are used for all of the slides generated in your report. You can customize these layouts and upload this file to use with your reports.
For further customization of the report we support using additional named slide layouts from the master for specific report content. The master layouts must be named exactly as shown below (no spaces). If the named layout is not found the default layouts will be used. See Customize a slide master for more information.
The following layout is used for the report title. If not found the default
Title layout is used.
ReportTitle- Presentation title slide
The following layouts are used to create a heading slide before each section of the report. If not present the default
Section Header layout is used.
SummarySectionHeader- Heading slide before Executive Summary section
ResultsSectionHeader- Heading slide before Detailed Results section
DemographicsSectionHeader- Heading slide before Demographics section
FirmographicsSectionHeader- Heading slide before Firmographics section
LocationSectionHeader- Heading slide before Location section
CrosstabsSectionHeader- Heading slide before Crosstabs section
The following layouts are used for the content in each section. If a named layout is not found the generic
Title Only layout is used.
SummaryContent- Executive Summary section slides
ResultsContent- Detailed Results section slides
DemographicsContent- Demographics section slides
FirmographicsContent- Firmographics section slides
LocationContent- Location section slides
CrosstabsContent- Crosstabs section slides