UPCOMING WEBINAR: 10 Market Research Predictions Over the Next 4 Years 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) as well as actual templated outputs and pages. The basic logic is very similar to PowerPoint: a good template consists of both defaults and a series of example layouts that can be readily used. A template document gives your report a cohesive and consistent look and feel. After you complete your template document, you can add it to the gallery of templates that appears when creating new documents, see How to Add Custom Document Templates to the Gallery.
Requirements
Create a new Document by clicking on New > Document from the Documents page.
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 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.
Customize the style elements of a document in the Page Master
You can customize the general design and style of pages in the Page Master of a document. You can access the Page Master via More tools > View Page Master in the toolbar. This includes:
Set up a Background
How to Set Up a Background in the Page Master 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, go to How to Control the Page Size of your Displayr Document.
Set the default Fonts
For more information on how to set the default fonts, see How to Set Default Fonts in the Page Master.
Set a default Table Style
How to Set a Default Table Style describes how to set the default Table Style.
Insert a Company Logo
If you want to insert your company logo into your Document, you can do this by following How to Insert Your Company Logo in the Page Master.
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, go to How to Set Default Headers and Footers in Page Master.
Add Editable Placeholder Textboxes
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 How to Add Editable Placeholders on Page Masters for more information on how to do this.
Significance Tests
The default significance test used is Arrows and Font colors. It is possible to modify the default significance test options in a template. To change this, take a look at How to Set the Default Type of Significance Test.
Customize specific outputs and pages
While the Page Master can template the style of a document, you can use the templating system and other features to template specific outputs on a page, including:
Create and apply a Visualization Template
To create and apply a template for any Visualizations available in the Visualization Selector, take a look at How to Create and Apply a Visualization Template.
Create and apply an R Visualization Template
To create and apply a template for setting colors and font styles on R Visualizations, see How to Create an R Visualization Template.
Create and apply a template of outputs on a Page
You can create templated Pages that include specific outputs and customizations on a Page. These can be included as normal pages in the document and can be duplicated and hooked up to data when creating a new document. You can also create and apply a template Page(s). See How to Create and Apply a Page Template for more information.
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