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Report Page Settings

Customize the size, orientation, margins, and appearance of individual pages in your Reach Reporting reports.

In this article:

Accessing Page Settings

Page settings allow you to customize the layout and appearance of individual pages within your reports. To access these settings:

  1. Open any report in the Report Builder
  2. Locate the page icon with a settings cog at the top of each page
  3. Click the icon to open the Page Settings pop-up

Note: Page settings are applied individually to each page, giving you flexibility to customize different pages within the same report.

Page Size

Choose between two standard page sizes for your report:

  • Letter (8.5" x 11") - Standard US letter size, ideal for most business reports
  • Ledger (11" x 17") - Larger format, useful for detailed financial statements with multiple columns

Tip: Use Ledger size when working with statements that have many columns or when you need to display more data without scrolling across multiple pages.

Page Orientation

Select the orientation that best fits your content:

  • Portrait - Vertical orientation (default)
  • Landscape - Horizontal orientation

When to use Landscape: Landscape orientation is particularly helpful for:

  • Financial statements with numerous monthly columns
  • Wide tables or metrics that would otherwise require horizontal scrolling
  • Comparative reports showing multiple time periods side by side

Page Margins

Control the white space around your content with margin settings:

  • Default Margins - Reach automatically sets appropriate margins for your page
  • Custom Margins - Define your own margin measurements for top, bottom, left, and right
  • Show Margins - Toggle this option to display margin guidelines while editing (helpful for precise positioning)

Important: When page numbers are enabled, Reach automatically applies a minimum 0.5" bottom margin to ensure proper placement of page numbers.

Page Numbers

Add professional page numbering to your reports:

  1. Enable Page Numbers - Check the box to add page numbers to your report
  2. Include in Total Count - Choose which pages should be included in the total page count (e.g., "Page 1 of 5")
  3. Starting Page - Select which page the numbering should begin on

Common Use Case: You might want to start page numbers on page 2 if your first page is a cover page that shouldn't be numbered.

Note about Live Text: When editing Live Text settings, the page numbers in the Live Text editor always refer to the actual page position in the report (first page = Page 1), not where your page numbering starts. For example, if you set page numbers to start on Page 3, the Live Text editor will still call that first page "Page 1."

Table of Contents

Many reports include cover pages and a Table of Contents before the main content begins. In these cases, you may want your page numbering to start after these introductory pages.

For example, if your report has a cover page (page 1) and a Table of Contents (page 2), but you want the numbering to begin on page 3:

  1. Click the page settings
  2. In the page number settings, select page 3 from the "Start page numbers on" dropdown
  3. Click Apply Settings

This setting will:

  • Remove pages 1 and 2 from displaying page numbers
  • Remove pages 1 and 2 from the Table of Contents
  • Make page 3 appear as "Page 1" in your report

This creates a more professional appearance, where your actual content begins on page 1, even though it's the third page of your PDF.

Background Color

Customize the appearance of individual pages by changing the background color:

  1. Click the color picker in the Background Color setting
  2. Select a color or enter a hex code for precise color matching
  3. Use this feature to create visual sections or themes within your report

Design Tip: Use subtle background colors to differentiate sections of your report, such as using a light blue background for executive summary pages and white for detailed financial statements.

Grid Settings

The grid feature helps maintain consistent alignment and spacing of elements on your pages:

  • Show Grid - Display a visual grid overlay on your page while editing
  • Snap to Grid - Enable this to automatically align elements to the grid when placing or moving them

Benefits of Using the Grid:

  • Ensures professional alignment of text boxes, metrics, and images
  • Speeds up the layout process by providing automatic alignment
  • Creates a more polished, organized appearance in your final reports

Applying Your Changes

After adjusting any page settings, remember to click "Apply Settings" to save your changes. Settings will not be saved if you simply close the page settings without applying them.

Best Practices

For Financial Statements:

  • Use Ledger size and Landscape orientation when statements contain many columns
  • Ensure adequate margins for professional appearance and printability

For Multi-Page Reports:

  • Apply consistent page settings across similar sections for cohesive design
  • Use the grid feature to maintain alignment throughout the report
  • Test your page settings by exporting to PDF to ensure everything displays as intended
  • Consider starting page numbers after any cover or title pages

For Client-Facing Reports:

  • Enable page numbers for easy reference during meetings
  • Use background colors sparingly to maintain readability
  • Check that custom margins don't cut off important content when printed

Troubleshooting

My content is cut off when exported to PDF:

  • Check your page margins - they may be too narrow
  • Verify that your page size and orientation are appropriate for your content
  • Resize elements that extend beyond the visible page area

Page numbers aren't appearing:

  • Ensure you've clicked "Apply Settings" after enabling page numbers
  • Check that the starting page number is set correctly
  • Remember that a minimum 0.5" bottom margin is required for page numbers

Elements aren't aligning properly:

  • Enable "Show Grid" to see alignment guides
  • Turn on "Snap to Grid" for automatic alignment
  • Use the grid to manually adjust element positioning

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