Factsheet template customization

TopSheets includes 20+ ready-to-use factsheet templates. You can use them as they are, make smaller adjustments yourself, or create a custom layout that better matches your brand and reporting requirements.

There are three main ways to customize your factsheet template:

1. Make quick changes in the report preview

For smaller adjustments, you can edit many parts of the factsheet directly in the report preview.

For example, you can:

• change table items, such as statistics or general information fields,
• adjust chart settings,
• edit section titles and labels,
• change selected display options, such as chart type, axis settings, or PDF page breaks.

To edit a section, move your mouse over it and click the Edit settings icon. To change a title or label, hover over the text and click it when it becomes editable.

This is the easiest option for small content and display changes.

2. Customize the layout in the Template Editor

If you want to make larger layout changes, you can use the drag-and-drop Template Editor.

The Template Editor lets you:

• move elements around the page,
• add or remove sections,
• add charts, tables, text blocks, and other elements,
• create your own version of a standard template,
• save the result as a custom template.

Please note that not every standard template can be opened in the editor yet. We are continuously adding more editable templates.

For a detailed guide to using the editor, see Template Editor.

3. Ask us to build a custom template for you

If you need a more advanced design, we can create a custom factsheet template based on your requirements.

This is a good option if you need:

• a unique branded layout,
• a design based on your existing marketing materials,
• specific charts, tables, benchmarks, or statistics,
• a factsheet that follows your company’s visual identity,
• a more complex layout that is difficult to create in the editor.

Custom template development is subject to a one-time implementation fee. The final price depends on the complexity of the design and requirements.

To request a custom template, please contact us at support@fundpeak.com and send us your requirements, example factsheets, brand guidelines, or marketing materials..