Create a financial report page

Step-by-step guide

1. Create a financial report page

1		Go to Site Administration and select the Site Pages section
2		In the Site Page section, select the page below which you want to create a page Example: create a page below the Mobile App page
3		To create the page click on Add Child Page
4		Add a page Name - This name is for referencing only: it will not be visible to the website visitors
5		Select the relevant templates for your page. For each page type the available templates are defined in the Template section of the documentation
6		Scroll down and click on Add Page
7		In the Site Page section, select the page created. If needed you can change the friendly URL of the page.
8		1. Go to the SEO section of the page 2. Add the SEO information about the page: HTML Title: Title displayed as the headline in Search Engines and in Browser Tabs Meta Tags - Description: Description displayed in Search Engines 3. Click Save
9		Access the newly created page by clicking on the See page link

2. Create the financial report content and add the title

1		Access the newly created page
2		On the Top Web Content Display Portlet, click Add
3		Select the Web Content Structure named Financial Report Content (Make sure that Financial Report (Header)* Template is selected)*
4		Add the content of the financial report in the form below Add categories to the financial report using the Categorization menu Add a Financial Report Type Add a Quarter Add a Year Refer to Financial Report Content for fields and relevant categories description
5		Once all the content has been added click Publish At this stage only the Title of the Financial Report is displayed

3. Display the body of the financial report

1

Click on Select Web Content in the first Web Content Display Portlet on the left

2

Select the Financial Report that was created in the previous section

Click Save

Note: The financial report should be displayed the top of the list otherwise use the search functionality

3

Select Financial Report (Body)

Click save and close the window

At this stage both the Title and the Body of the Financial Report are displayed

4. Configure the share functionality

1

Click on the tool icon

Click on Configuration

2

Select the options to be displayed for the portlet (refer to Social Portlet for options description)

Click Save and close the window

5. Add a link or document to the financial report

1		On the remaining right Web Content Display Portlet, click Add
2		Select the Web Content Structure named Links or Downloads
3		Add the content for the link or document in the form below (refer to Links or Downloads for fields description)
4		Once all the content has been added click Publish

6. Add related people to the financial report

1		On the remaining left Web Content Display Portlet, click Add
2		Select the Web Content Structure named Related People
3		Add the content for the link or document in the form below (refer to Related People for fields description)
4		Once all the content has been added click Publish

7. Clean up the content

1		Go to Site Administration and select the Web Content section
2		Select the newly created content
3		Click on Action and then Move
4		Click Select to open the folder selection panel
5		Navigate to the top folder where you want to place the content and create a sub-folder
6		Add a name for the sub-folder and click Save
7		Once the sub-folder is created click on Choose to select this folder to put your newly created content in
8		Click on Move to effectively move your content