adding a logo to a report - extended disc · 1.281.298.6073 4 finxs one system - unlimited...
TRANSCRIPT
![Page 1: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/1.jpg)
www.ExtendedDISC.org 1.281.298.6073
1 FinxS One system - unlimited possibilities
Adding a Logo To a Report
![Page 2: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/2.jpg)
www.ExtendedDISC.org 1.281.298.6073
2 FinxS One system - unlimited possibilities
Adding a Logo: Getting Started
WEBSITE: https://www.FinxS.com/admin Enter your information: • Username: • Password: • Click “Submit” *If this is your first time to your user account you will need to accept the “Conditions for Use”
![Page 3: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/3.jpg)
www.ExtendedDISC.org 1.281.298.6073
3 FinxS One system - unlimited possibilities
Adding a Logo: Image Manager
• First we need to upload your logo into the system. To do this, from main menu tabs click on Templates and choose Image Manager
![Page 4: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/4.jpg)
www.ExtendedDISC.org 1.281.298.6073
4 FinxS One system - unlimited possibilities
Adding a Logo: Image Manager
• To upload a new image, click on the “+” sign in the bottom left corner • Fill in the Name of the image and Description (optional) • Click on Choose File and select the image • Press Save
Note: Image must be 900Kb or smaller and in .png or .jpeg format
![Page 5: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/5.jpg)
www.ExtendedDISC.org 1.281.298.6073
5 FinxS One system - unlimited possibilities
Adding a Logo: Report Templates
• From top menu tabs click on Templates and choose Report Templates
![Page 6: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/6.jpg)
www.ExtendedDISC.org 1.281.298.6073
6 FinxS One system - unlimited possibilities
Adding a Logo: Report Templates
• From the left column, choose the template you would like to add the logo to, scroll down and click Clone
• Rename the template and press Save
![Page 7: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/7.jpg)
www.ExtendedDISC.org 1.281.298.6073
7 FinxS One system - unlimited possibilities
Adding a Logo: Report Templates
• Click on the Cover Page tab, and press Edit • On the Left, the page is divided into 3 sections, Header, Middle, Footer • To add to logo to the top corner, click on Upload under the Header -
Logo section
![Page 8: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/8.jpg)
www.ExtendedDISC.org 1.281.298.6073
8 FinxS One system - unlimited possibilities
Adding a Logo: Report Template
• The Image Manager will appear • Select your logo to upload and press OK.
![Page 9: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/9.jpg)
www.ExtendedDISC.org 1.281.298.6073
9 FinxS One system - unlimited possibilities
Adding a Logo: Report Template
• Your logo should now appear in the top right corner of the report • Click on Save
![Page 10: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/10.jpg)
www.ExtendedDISC.org 1.281.298.6073
10 FinxS One system - unlimited possibilities
Adding a Logo: Report Template
• This added the logo to the Cover Page only, to have logo on each of the content pages of the report, click on the tab, Content Page
• Click on Edit
![Page 11: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/11.jpg)
www.ExtendedDISC.org 1.281.298.6073
11 FinxS One system - unlimited possibilities
Adding a Logo: Report Template
• You may need to remove the Extended DISC logo, if so, just click Remove
• Click on Upload
![Page 12: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/12.jpg)
www.ExtendedDISC.org 1.281.298.6073
12 FinxS One system - unlimited possibilities
Adding a Logo: Report Template
• Select your logo again and click OK
![Page 13: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/13.jpg)
www.ExtendedDISC.org 1.281.298.6073
13 FinxS One system - unlimited possibilities
Adding a Logo: Report Template
• Press Save
![Page 14: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/14.jpg)
www.ExtendedDISC.org 1.281.298.6073
14 FinxS One system - unlimited possibilities
Adding a Logo: Linking Template to Report
• If this Report Template is not already linked to the report, go to the report under "Reports" tab at top of page
• Click on the arrow next to Behavioral Analysis Report until you see your reports
![Page 15: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/15.jpg)
www.ExtendedDISC.org 1.281.298.6073
15 FinxS One system - unlimited possibilities
Adding a Logo: Linking Template to Report
• Select the report you would like the report template tied to, scroll down and press Edit
![Page 16: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/16.jpg)
www.ExtendedDISC.org 1.281.298.6073
16 FinxS One system - unlimited possibilities
Adding a Logo: Linking Template to Report
• Click on the drop-down for Report Template the report is based on and select your template
• Press Save
![Page 17: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/17.jpg)
www.ExtendedDISC.org 1.281.298.6073
17 FinxS One system - unlimited possibilities
Adding a Logo: Linking Template to Report
• Click on Preview to download a sample report
![Page 18: Adding a Logo To a Report - Extended DISC · 1.281.298.6073 4 FinxS One system - unlimited possibilities Adding a Logo: Image Manager • To upload a new image, click on the “+”](https://reader035.vdocument.in/reader035/viewer/2022063009/5fbede248031544feb340ee7/html5/thumbnails/18.jpg)
www.ExtendedDISC.org 1.281.298.6073
18 FinxS One system - unlimited possibilities
Extended DISC VIP Client Resource Site
www.ExtendedDISC.org +1.281.298.6073
Extended DISC VIP Client Resource Site
Sign up or login in often for articles, recorded webinars, sample reports, training resources and
updates.