Skip to main content

Customising statements and dropdowns

How to change the report templates statements and dropdowns

Written by Dom Bou-Samra
Updated over a year ago

Customising report statements

Quick Editing

When it comes to customising report statements, this can be done in a few different ways. The most efficient way will be to click on the pre defined text you’d like to change, select “manage choices” at the very bottom of the dropdown menu.

You will now be able to edit the name, finding site and category for the drop down menu. To edit the choices simply click on an existing statement you’d like to edit, type in the desired text and make sure to save.

Editing multiple statements

If you want to add a new options to multiple finding sites, select the “+New option” button underneath your choices and type in the desired text, once you click save your options will update and are now available to use.

To edit multiple groups, select the “Manage statements” text opposite the conclusions or findings, this will give you a popup which allows you to select from a list of finding sites (on the left), the popup will then update with available statements, you can edit by clicking on the blank space and following the same process as above.

Ensure to hit save after any updates to ensure they reflect in your worksheet view.

Did this answer your question?