Edit Welcome Text in Data Reporting view

Modified on Mon, 17 Aug at 4:43 PM

When first entering the platform, a welcome text is displayed. Edit this text to share relevant information with users.

Example welcome page text

To update the text, select the initials in the upper right corner, click Company setup, select Advanced in the top menu, and select Organization Settings. Navigate to the section for Data Reporting, locate Instruction text on Data reporting, and enter text in the text box.

Organization Settings under Advanced

The box for Instruction text on Data reporting, which can be formatted with HTML

HTML can be used to format the text and appearance of the welcome page. The following commands are most commonly used:

Signify a header:

###

Line break:

<br>

Add a double-row line break:

<br><br>

Enter bullets:

<ul>
  <li>Item 1</li>
  <li>Item 2</li>
  <li>item 3</li>
</ul>

Italic:

<i>Text in Italic</i>

Bold:

<b>Text in bold</b>

Link:

<a href="https://www.example.com/">This text is a hyperlink</a>

Example of HTML code for a Welcome text:

<div>
  <header>Welcome!</header>
  Company X uses Position Green to help gather information and data regarding sustainability. 
<br/>
Carbon Management deadlines for reporting: 
<br/>
  <p>
  Deadlines for Carbon Management and ESRS reporting:
<br/>
  <ul>
    <li><strong>Scope 1-2 </strong> - Deadline January 31st</li> 
    <li><strong>Scope 3 </strong> - Deadline February 28th </li>
    <li><strong>ESRS</strong> - Deadline March 31st</li>
 </ul>
</p>
If you have any questions contact
 <a href="mailto:bob.green@example.com">Bob Green</a>
  <br/>
  <br/>
For more information read more in our <a href="https://help.positiongreen.com/en/support/solutions">Help Guide</a>
</div>

The code above will render as follows on the Data reporting page:

Example welcome text