Developer/Designer Resources

Uplifter's authentication uses an email and password. Each email in an Uplifter system is a unique identifier for a member. That member can then be assigned permissions to access various elements throughout the site. In order to access a report file download you will need to ensure you have standard login credentials and that your member account has the correct permissions for the data you are attempting to access. Please see our Permissions article for more information on permissions.

Accessing report data without directly logging in requires the inclusion of an Authorization header using Basic Access Authentication.

In order to test and obtain your desired URLs we highly recommend you log into the system directly. From there you can navigate to the page/report in question and apply the desired filter(s) to review the desired data. This can help you determine what filters and variations are available to you as well as obtain their key-value pairings for external use.

Note that for most reports and all manager pages you can review the data in browser. This alleviates having to export and review each time you tweak your query.

Once you have found your desired report and have applied all the preferred filters you can download the data. To do so, simply append &generate=excel or &generate=csv the the URL. Please be sure to remove any other "generate" keys you may have. For instance, if you have been testing you may have &generate=preview already appended.

To add your own custom code you will need to navigate to the/a public page on the public side of the system. Click the Edit icon in the desired/any section of the page and select the Source Code icon. Paste your desired script into the source code and click OK. Please be sure to click Save Page before testing any interactive elements.

Similar to adding your custom code, third party code can be added to your desired page/section by navigating to the public page and selecting the Edit section icon. Click Source Code and paste in the third party code. Please be sure to click Save Page before testing out any interactivity/links.

Themes let you set site-wide standards for things like fonts, branding images, colours, etc. You can select a base theme via Settings > Themes and once selected you can edit and fine tune the theme to your liking. You can preview your changes within the preview section and clicking Save makes the changes live.

Page Templates let you select a skeleton for your page. Picking the right page template can make your designing much easier. Templates can be selected by navigating to the page in question, clicking Edit Page Details at the top, then using the Page Template drop down to select your desired structure. Please be sure to click Save Page to keep any changes you wish to retain.

Our design team has implemented a series of insertable templates to make structuring your page much faster. You can add these into your desired page section by selecting to Edit the page section, then choosing the Insertable Templates icon. Select your desired template from the drop down and click OK to insert it. You can then edit/replace various elements/text, etc. to your liking.

Inline styles can be added to offer truly unique designs within individual sections. This can be done by navigating to the page in question and selecting the Edit icon for the desired section. Click the Source Code icon in the editor toolbar and enter in your code. Your style code can be added either as true inline code, inline with the HTML; or within style tags. Note that the styles you apply will only affect this single section.

Stylesheets can be added into Uplifter through your theme. This can be done via Settings > Themes. You will have to select a theme listing (likely the one already selected/applied, indicated by a highlight around the image) in order to proceed. Within the theme editor navigate to Global.

Select your desired option (Prepend or Append) and be sure to read the acknowledgement. Check off the acknowledgement, which then reveals the text field. Copy and paste your stylesheet content into the field and click Save.

Prepend vs. Append: If you would like to add your own classes or override a public-page Uplifter class, please use Append. This will add your stylesheet to the bottom of our own. If you would like to introduce an external stylesheet through a CDN please use Prepend. You can then introduce new stylesheets through the import keyword (ex. @import url('yourCdnUrl');)