Annual Reports App - User Guide

Table of Contents

1. Account & Login

  • Visit the login page and click "Register" to create an account
  • Enter a username and password to sign up
  • After registration, log in with your credentials

2. Creating a Report

  1. After logging in, click "+ Create New Report"
  2. Fill in the details:
    • Title: Name your report (e.g., "Annual Report 2025")
    • Year: Enter the fiscal year (e.g., "2025-26")
    • Description: Optional brief description
    • Cover Image: Optional upload
  3. Click "Create Report" to save

Your report is created as a DRAFT.

3. Adding Sections & Pages

Sections

  • Sections help organize your report (e.g., "Financial Overview", "CEO Message")
  • On the report edit page, click "Add Section"
  • Enter a title and order number

Pages

  • Click "Add New Page" to create pages
  • Page options include:
    • Page Number: Auto-assigned or custom
    • Page Type: Content Page, Cover Page, or Section Divider
    • Page Design: Choose theme or use report default
    • Heading & Subheading: Title your page
    • Content: Add your text using the rich text editor
    • Images: Upload or add external image URLs

4. Editing Pages

  • Click on any page card to open the editor
  • Make changes and click "Save Page"
  • Use the rich text editor for formatting (bold, lists, links, etc.)
  • Add images via URL or file upload
  • Reorder pages using drag-and-drop

Using Tables

  • In the rich text editor, click the Table icon in the toolbar
  • Select the number of rows and columns
  • Click "Insert" to add the table
  • Click on table cells to add text or images
  • Use table options to:
    • Add/remove rows (above or below)
    • Add/remove columns (left or right)
    • Delete entire rows, columns, or the table
  • You can insert images inside table cells using the picture button

5. Collaborating with Others

Inviting Collaborators

  1. On the report edit page, click "Manage Collaborators"
  2. Search for a user by username
  3. Send an invitation

Accepting/Rejecting Invites

  • Check "My Reports" page for pending collaboration requests
  • Accept or reject each invitation
Note: As a collaborator, you can edit the report but cannot:
  • Delete the report
  • Publish the report
  • Add/remove other collaborators

6. Previewing Your Report

  • Click "Preview" on the report edit page
  • This shows how your report will look when published
  • Check the design, layout, and content
Important: Before publishing, you MUST choose a design theme:
  1. Click "Choose Design"
  2. Select theme, border style, and footer style
  3. Confirm your choices

7. Publishing Your Report

To publish:

  1. Ensure you have added at least one page
  2. Go to "Choose Design" and confirm a theme
  3. Click "Publish" on the report edit page

Published reports:

  • Appear on the Reports list page for collaborators
  • Can be downloaded as PDF
  • Can be unpublished/archived later

8. Managing Published Reports

Unpublishing

  • Click "Unpublish" to move back to drafts

Archiving

  • Archive old reports to hide them from the main list

Deleting

  • Use the delete option to permanently remove a report
  • Warning: This cannot be undone

Tips & Best Practices

  • Always preview before publishing
  • Use sections to organize content logically
  • Add a cover page as the first page
  • Use consistent styling across pages
  • Test PDF download before sharing
  • Keep collaborators updated on changes