StoryTeller Templates User Guide

1: Overview

This guide explains how to access, create, and use templates in StoryTeller. Templates help you apply consistent design and layout across multiple reports.

2: Accessing the Template Library

To browse and apply predefined templates, use the Template Library. This library provides a set of ready-made templates you can use to style your StoryTeller reports.

Steps:

1. Open your StoryTeller report.

2. Go to the Template Library menu.

3. Browse available templates in the panel.

4. Select a template to preview it in your report.

Note: The selected template is applied to the entire report. You can change it at any time.

For detailed instructions, visit: Using the Template Library

3: Adding Templates to a StoryTeller Report

Once you’ve found a template you want to use, you can apply it directly within a StoryTeller report. You can also import custom templates if needed.

Steps:

1. Open a StoryTeller report.

2. Click the Templates tab.

3. Select a predefined template from the list, or click Upload Template to add your own.

4. Click Apply to use the template in your report.

Important: Applying a new template will override your existing design settings.

For more information, see: Adding Templates to Your StoryTeller Report

4: Creating and Managing Templates

You can save and store StoryTeller objects (elements), groups of objects, slides, or reports as templates for reuse in other projects. After applying settings (fonts, colors, branding, etc.), save them to the Template Library.

4.1: Types of Templates

• Single object (e.g., text box, chart, image)

• Group of objects (multiple objects grouped together)

• Slide

• Report (multiple slides)

4.2: Steps to Create a Template

1. Right-click the report, slide, object, or group of objects you want to save.

2. Select Templates, then choose one of the following:

• Save slide as template

• Save report as template

• Save element as template (for single objects)

• Save group as template (for grouped objects)

3. Choose a folder in the Template Library, enter a Template Name, and optionally add:

• Tags (for searching)

• Description

• Good for (recommended usage)

• Insert in source position (useful for logos, headers, footers)

4. Click Save as new. (This is only enabled once a Template Name is entered.)

Tip: Use naming conventions when saving templates to help users find the right layout quickly.

See full instructions in: Creating and Using Templates

5: Considerations When Using Templates

Before applying or sharing templates, keep the following in mind:

• Data compatibility: Make sure your report layout supports the variable types in your project.

• Branding standards: Check that fonts, colors, and logos meet your organization’s branding requirements.

• Collaboration settings: Some templates can be shared with others in your workspace. Use role permissions to manage access.

6: Learn More

Explore related resources and walkthroughs to deepen your knowledge:

• Using the Template Library

• Adding Templates to Your StoryTeller Report

• Creating and Using Templates

To learn how to autogenerate templates:

• Automatic Slide Generation

• Custom Template Sets For Automatic Slide Generation