Creating a Theme for Reports

Creating a theme for your report involves multiple DataCracker features.  This articles gives you a check-list to ensure you have customized everything possible.  These features are only available on The Lot plan.

1. Fonts

  1. Go to APPEARANCE > View > Page Master.
  2. On the left is a list of all the different types of pages.
  3. Go through each page (Title, Single Item, etc.), changing the font and size of every:
  • Text box
  • Chart

2. Colors

  • Charts
  • Custom colors.
A list of custom colors can be set to control the colour of each series in a chart (for all charts in your report).  You must have The Lot plan.  Email support@datacracker.com with the list of custom colors (in R, G, B format), and the link to the report you want them applied to.
  • Creating a template.
  1. For each type of chart that your company uses (e.g. Column chart, Pie chart, etc.), repeat the steps below.  The remaining steps will deal with a Pie chart, but also apply to any other type of chart.
  2. Create a new page to perform the remaining steps (HOME > Page Layout > New Page > Title and Content).
  3. Create a chart (HOME > Charts > Chart) using a representative question from the survey.
  4. Change to a Pie chart by selecting HOME > Charts > Chart > Pie Chart.
  5. Change the font, size and color of the labels and legend by using the buttons in APPEARANCE > Font.
  6. Change the color of individual pie slices by selecting the pie slice and using CHART > Series > Fill.
  7. Change any other pie chart settings to what you prefer.  For example, CHART > Series > Legend > Label series individually.
  8. Save the template: CHART > Template > Save as Template.
  9. Name the template.  For example, "Company Pie Chart".  Then click OK.
  10. Repeat this process for the other types of charts your company uses.
  • Applying the template.
  1. Go through each page of your report and follow these steps.
  2. Select the chart on the page.
  3. Click CHART > Template > Apply Template.
  4. You are shown a gallery of the templates you created earlier.  Select the relevant template for this chart.
  • Tables
  1. Select any table in your report.
  2. Click APPEARANCE > Table > Table Styles.
  3. Click Set Default Style.
  4. Select the style that you want to apply to all tables in your report.

3. Company Logo

  1. Go to APPEARANCE > View > Page Master.
  2. Select the type of page that you want your company logo to appear on.  (If all of them, then repeat the following steps on each page.)
  3. Insert your company logo: INSERT > Text and Images > Image.
  4. Position and resize the logo to how you want it to appear.
  5. Go to APPEARANCE > View > Normal.
  6. Your company logo now appears on all the pages.

4. Header/Footer

  1. Go to APPEARANCE > View > Page Master.
  2. Select the type of page that you want the header/footer to appear on.  (If all of them, then repeat the following steps on each page.)
  3. Insert a new text box: INSERT > Text and Images > Text Box.
  4. Type the text into the box.
  5. Position and resize the text to how you want it to appear, for example, at the bottom of the page.
  6. Go to APPEARANCE > View > Normal.
  7. Your header/footer now appears on all the pages.

5. Chart, Table and Text Box Positions and Sizes

  1. Go to APPEARANCE > View > Page Master.
  2. Repeat the following steps on each type of page.
  3. Reposition and resize every text box and chart on the page to how you like.  (The position and size of the charts will also be used for tables.)
  4. Go to APPEARANCE > View > Normal.
  5. All the text boxes, charts and tables are now in the same position and size that you set in the Page Master.

7. Significance Results (Arrows, Font Color or Column Comparisons)

  1. Select any table or chart.
  2. Go to APPEARANCE > Significance > Highlight Results > Options...
  3. Select how you would like significance to appear.
  4. Click Apply as Default.

8. Re-use Your Settings for Future Reports


This is only available in company accounts.  Contact support for more information.
  1. Go to the ideal report that you have just set up.
  2. Copy the URL/link for this report from your browser's address bar.
  3. Email support@datacracker.com and paste the URL into the email.

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