In HelioScope V2, navigate to Libraries on the left-hand side and click Report Templates
Click +New Report
Rename your Template by clicking the pencil icon
Adjust the page size and the orientation
You can then start selecting widgets by clicking on the widget you wish to add to your template. To add new content, click on the desired Widget from the Widget Menu and add it to the current page of the Report. Drag it to a different location and allow it to snap into alignment with other items on the page by using the guided placement marks.
Text and Drawing Components allow you to add custom text and upload images to your report
When including text in your template, you can add our Smart Tokens to text fields to automatically import different values or terms from HelioScope using curly brackets "{". Find a list of Smart Tokens available here.
You can adjust the text size and color for both rectangles and fonts
Project and Design Components and Financial Components Widgets prepopulate project-related data for you
Some of the Widgets can be customized in the Configure section on the top right-hand side, and you can adjust what is displayed on the chart
After customizing your template, please click Save