Edit Welcome Text in Data Reporting view

Modified on Thu, 13 Nov at 9:03 AM

When first entering the platform, there is a welcome text. This text can be amended so that relevant information is shared.

Example welcome page text.

To update the text, click your initials in the upper right corner, select Company setup, then click Advanced in the top menu, and select Organization Settings. Find the section for Data Reporting, Instruction text on Data reporting and enter text in the textbox.

See "Organization Settings" under Advanced.

The box for Instruction text on Data reporting, which can be formatted with html.

HTML can be used to format the text and look of the welcome page. The below commands are most commonly used:

Signify a header:

###

Line break:

<br>

Add a double-row line break:

<br><br>

Enter bullets:

<ul>
  <li>Item 1</li>
  <li>Item 2</li>
  <li>item 3</li>
</ul>

Italic:

<i>Text in Italic</i>

Bold:

<b>Text in bold</b>