Financial Reports
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      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

      1. Navigate to the desired Project via the Left Sidebar
      2. Select the Financials tab
      3. Choose the Financial Reports category
      4. Hover over the desired Financial Report & click Create

        1. This will open the Report window
      5. Select the Default Text tab
      6. Click the blue Manage Default Text Blocks to the right 
        1. This will open the Manage Default Document Text Blocks window
      7. Click the green Add New Text Block to the right

        1. This will open the Add New Text Block window
      8. Enter a Title and the Content for the Text Block
      9. Click Save
      10. Choose to include the default text above or below the main document content
      11. Click Create

      HAVE MORE QUESTIONS?

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