UPCOMING WEBINAR: Faster (and better) survey analysis Just like in PowerPoint, you can create templates for your company and specific clients, using Displayr. These templates can set design elements like color formatting in charts and tables, backgrounds, font styles, and statistical assumptions. The basic logic is very similar to PowerPoint: a good template consists of both defaults and also of a series of example layouts that can be readily used. A template document gives your report a cohesive and consistent look and feel. It involves multiple Displayr features. After you complete your template document, you can add it to the gallery of templates that comes up when creating new documents, see How to Add Custom Document Templates to the Gallery.
Requirements
Create a new Document by clicking on + New Document.
Method
A template is not a specific type of document. Rather, it's a document you create with the explicit goal of reusing when creating new documents. So, you create a template by clicking + New Document on your Documents page in Displayr.
It is a good idea to give it a name like _Template, where the underscore forces it to the top of your Documents page. You can create multiple templates. Unlike with PowerPoint, Displayr has a built-in versioning system, so you can restore old templates by going to Undo > Version History in the toolbar, and then use this version for the version you wish to revert to.
Set up a Background
This article goes into detail about how to set up the background in the Page Master.
Set the Page Size
For more information on how to set the page size for your document, click here.
Set the default Fonts
For more information on how to set the default fonts, click here.
Set a default Table Style
This article describes how to set the default Table Style.
Create and apply a Visualization Template
To create and apply a template for any Visualizations available in the Visualization Selector, take a look at this article.
Create and apply an R Visualization Template
To create and apply a template for setting colors and font styles on R Visualizations, take a look at this How to Create an R Visualization Template.
Insert a Company Logo
If you want to insert your company logo into your Document, you can do this by following these steps.
Headers and Footers
It is possible to add headers and footers on the Page Master so that they appear on all pages of your Document. For more information on how to do this, click here.
Add Editable Placeholder Textboxes on the Page Master
It is also possible to add placeholder textboxes in a Displayr document template so that textboxes have consistent styling and positioning across the document. Have a look at this article for more information on how to do this.
Significance Test
The default significance test used is Arrows and Fonts colors. It is possible to modify the default significance test options in a template. To change this, take a look at this article.
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