- Knowledge Base
- Financials
- Financial Reports
Create Custom Text Blocks
OBJECTIVE
To create Custom Text Blocks to include on your Financial Reports in ConstructionOnline
BACKGROUND
ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.
STEPS TO CREATE CUSTOM TEXT BLOCKS
- Navigate to the desired Project via the Left Sidebar
- Select the Financials tab
- Choose the Financial Reports category
- Hover over the desired Financial Report & click Create
- This will open the Report window
- Select the Default Text tab
- Click the blue Manage Default Text Blocks to the right
- This will open the Manage Default Document Text Blocks window
- Click the green Add New Text Block to the right
- This will open the Add New Text Block window
- Enter a Title and the Content for the Text Block
- Click Save
- Choose to include the default text above or below the main document content
- Click Create
HAVE MORE QUESTIONS?
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