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Table of Contents

Learn how to add and customize a Table of Contents in your Reach Reporting reports.

In this article:

Overview

A Table of Contents helps organize your reports and makes it easier for readers to navigate through multiple pages. Reach Reporting allows you to add and customize a Table of Contents with just a few clicks.

Adding a Table of Contents to Your Report

Step 1: Access the Table of Contents

First, open the report where you want to add a Table of Contents. Once inside the report builder, select Live Text from the left toolbar. Under Report Info, you will see the option for Table of Contents.

Step 2: Add the Table of Contents to Your Report

To add the Table of Contents to your report, simply click and drag it onto the page where you want it to appear. Once placed on the page, it will automatically populate with all the pages from your report.

Step 3: Format the Table of Contents

You can edit the Table of Contents text just like any other text in your report. Use the formatting toolbar at the top of the page to adjust font style, size, color, and alignment. You can also click directly on the Table of Contents to select and modify specific text elements.

Step 4: Add or Remove Pages from the Table of Contents

To control which pages appear in your Table of Contents, navigate to the page you want to include or exclude. At the top of each page, you'll see a checkbox labeled "Add to ToC" (Table of Contents).

  • Check the box to include the page in the Table of Contents
  • Uncheck the box to remove the page from the Table of Contents

Step 5: Name Your Pages

Give your pages descriptive names that will appear in the Table of Contents. To do this, click the pencil icon at the top of any page. Enter the page name you want to display. This name will automatically update in the Table of Contents.

Customizing Page Numbers

Reach Reporting gives you control over how page numbers appear in your reports and 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. Check out our Knowledge Center article on Report Page Settings for more information on how to toggle the report page numbers.

Tips for Working with the Table of Contents

  • The Table of Contents updates automatically when you add, remove, move, or rename pages
  • You can have multiple Table of Contents elements on different pages if needed
  • Use the scratchpad to save a formatted Table of Contents design for use across multiple reports
  • If you update page names or check/uncheck pages, the Table of Contents will refresh automatically

Troubleshooting

My Table of Contents isn't updating 

Close out of the report, try holding Shift and refreshing your browser, then reopen the report.

Some pages are showing in the Table of Contents that I don't want 

Check that you've unchecked the "Add to TOC" box at the top of those pages. The box may be checked by default for all pages.

My page numbers are appearing on pages where I don't want them 

Verify your page number settings by clicking the report settings at the top of the page. Make sure you've selected the correct starting page in the dropdown menu.

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