InvePress plugin allows you to create fund factsheets featuring charts and tables that can be customized to match both the fund’s branding and each report’s layout.
Each block’s appearance can be adjusted directly within the WordPress block editor while creating or editing a post or page. Simply navigate to the block settings in the right-hand panel, where you’ll find a Styles tab. Here, you can customize various aspects of chart and table design. For detailed descriptions of each setting, visit the Block options section [here].
In the WordPress block editor, once you’ve added a block and configured its style, you can save it for future use:
Do not enable syncing! – each block pulls data based on its settings, and enabling synchronization would update all reports using that block pattern, changing their displayed data.
You can now easily reuse the block whenever needed by searching for its name.
To set default styles for InvePress blocks, create a JSON file named invepress.json and place it in the root folder of your WordPress theme. This file allows you to define preset styles for different block types, ensuring consistency across your fund reports.
{
"invepress/fund-performance-line-chart": {
"showLegend": true,
"legendPosition": "bottom",
"showFooter": true,
"oppositeYaxis": false,
"showTooltip": true,
"showDividends": true,
"areaFill": 0.6,
"isMonochromatic": false,
"chartColors": [
"#4169e1",
"#3cb371",
"#ffd700",
"#ff7f50"
],
"textColor": "#2f4f4f",
"footerTextColor": "#2f4f4f",
"backgroundColor": "#ffffff",
"gridColor": "#f5f5f5",
"positiveColor": "#2f4f4f",
"negativeColor": "#2f4f4f",
"textSize": 16,
"footerTextSize": 12,
"chartHeight": 300
},
"invepress/fund-performance": {
"tableLayout": "horizontal",
"showColumnHeaders": true,
"showRowHeaders": true,
"showReferenceDates": true,
"showMarkers": false,
"markersForColumns": false,
"showBars": false,
"barsOrientation": "horizontal",
"showFooter": true,
"isMonochromatic": false,
"chartColors": [
"#4169e1",
"#3cb371",
"#ffd700",
"#ff7f50"
],
"textColor": "#2f4f4f",
"headerTextColor": "#2f4f4f",
"referenceDateTextColor": "#2f4f4f",
"footerTextColor": "#2f4f4f",
"backgroundColor": "#ffffff",
"stripeColor": "#f5f5f5",
"borderColor": "#2f4f4f",
"positiveColor": "#2f4f4f",
"negativeColor": "#2f4f4f",
"borderRadius": 4,
"textSize": 16,
"headerTextSize": 14,
"referenceDateTextSize": 12,
"footerTextSize": 12,
"lineHeight": 1.2,
"horizontalCellSpacing": 10,
"verticalCellSpacing": 5,
"stickyColumnMinWidth": 200,
"columnMinWidth": 200,
"barColumnMinWidth": 200,
"barRowHeight": 200,
"borderThickness": 1,
"chartGap": 1
},
"invepress/fund-performance-bar-chart": {
"showLegend": true,
"legendPosition": "bottom",
"showFooter": true,
"oppositeYaxis": false,
"showTooltip": true,
"isMonochromatic": false,
"chartColors": [
"#4169e1",
"#3cb371",
"#ffd700",
"#ff7f50"
],
"textColor": "#2f4f4f",
"footerTextColor": "#2f4f4f",
"backgroundColor": "#ffffff",
"gridColor": "#f5f5f5",
"positiveColor": "#2f4f4f",
"negativeColor": "#2f4f4f",
"textSize": 16,
"footerTextSize": 12,
"chartHeight": 300,
"chartGap": 1
},
"invepress/fund-breakdowns": {
"hasLinks": true,
"tableLayout": "vertical",
"showColumnHeaders": true,
"showRowHeaders": true,
"showReferenceDates": true,
"showMarkers": false,
"markersForColumns": false,
"showBars": false,
"barsOrientation": "horizontal",
"barsUnscaled": false,
"showFooter": true,
"isMonochromatic": false,
"chartColors": [
"#4169e1",
"#3cb371",
"#ffd700",
"#ff7f50"
],
"textColor": "#2f4f4f",
"headerTextColor": "#2f4f4f",
"referenceDateTextColor": "#2f4f4f",
"footerTextColor": "#2f4f4f",
"backgroundColor": "#ffffff",
"stripeColor": "#f5f5f5",
"borderColor": "#2f4f4f",
"borderRadius": 4,
"textSize": 16,
"headerTextSize": 14,
"referenceDateTextSize": 12,
"footerTextSize": 12,
"lineHeight": 1.2,
"horizontalCellSpacing": 10,
"verticalCellSpacing": 5,
"stickyColumnMinWidth": 200,
"columnMinWidth": 200,
"barColumnMinWidth": 200,
"barRowHeight": 200,
"borderThickness": 1,
"chartGap": 1
},
"invepress/fund-breakdown-chart": {
"showTooltip": true,
"chartType": "donut",
"showLegend": true,
"legendPosition": "top",
"showFooter": true,
"isMonochromatic": false,
"chartColors": [
"#4169e1",
"#3cb371",
"#ffd700",
"#ff7f50"
],
"textColor": "#2f4f4f",
"footerTextColor": "#2f4f4f",
"backgroundColor": "#ffffff",
"textSize": 16,
"footerTextSize": 12,
"chartHeight": 300,
"donutSize": 65,
"legendWidth": 200,
"chartGap": 1
},
"invepress/fund-facts": {
"hasLinks": true,
"tableLayout": "vertical",
"showColumnHeaders": true,
"showRowHeaders": true,
"showReferenceDates": true,
"showMarkers": false,
"markersForColumns": false,
"isMonochromatic": false,
"chartColors": [
"#4169e1",
"#3cb371",
"#ffd700",
"#ff7f50"
],
"textColor": "#2f4f4f",
"headerTextColor": "#2f4f4f",
"referenceDateTextColor": "#2f4f4f",
"backgroundColor": "#ffffff",
"stripeColor": "#f5f5f5",
"borderColor": "#2f4f4f",
"borderRadius": 4,
"textSize": 16,
"headerTextSize": 14,
"referenceDateTextSize": 12,
"lineHeight": 1.2,
"horizontalCellSpacing": 10,
"verticalCellSpacing": 5,
"stickyColumnMinWidth": 200,
"columnMinWidth": 200,
"borderThickness": 1
},
"invepress/fund-ratios": {
"hasLinks": true,
"tableLayout": "horizontal",
"showColumnHeaders": true,
"showRowHeaders": true,
"showReferenceDates": true,
"showMarkers": false,
"markersForColumns": false,
"showFooter": true,
"isMonochromatic": false,
"chartColors": [
"#4169e1",
"#3cb371",
"#ffd700",
"#ff7f50"
],
"textColor": "#2f4f4f",
"headerTextColor": "#2f4f4f",
"referenceDateTextColor": "#2f4f4f",
"footerTextColor": "#2f4f4f",
"backgroundColor": "#ffffff",
"stripeColor": "#f5f5f5",
"borderColor": "#2f4f4f",
"positiveColor": "#2f4f4f",
"negativeColor": "#2f4f4f",
"borderRadius": 4,
"textSize": 16,
"headerTextSize": 14,
"referenceDateTextSize": 12,
"footerTextSize": 12,
"lineHeight": 1.2,
"horizontalCellSpacing": 10,
"verticalCellSpacing": 5,
"stickyColumnMinWidth": 200,
"columnMinWidth": 200,
"borderThickness": 1
},
"invepress/fund-dividends": {
"tableLayout": "horizontal",
"showColumnHeaders": true,
"showRowHeaders": false,
"showFooter": true,
"textColor": "#2f4f4f",
"headerTextColor": "#2f4f4f",
"footerTextColor": "#2f4f4f",
"backgroundColor": "#ffffff",
"stripeColor": "#f5f5f5",
"borderColor": "#2f4f4f",
"borderRadius": 4,
"textSize": 16,
"headerTextSize": 14,
"footerTextSize": 12,
"lineHeight": 1.2,
"horizontalCellSpacing": 10,
"verticalCellSpacing": 5,
"columnMinWidth": 200,
"borderThickness": 1
}
}