Setting Up a Report Header/Footer

You can set up a header/footer layout for most standard reports on the Create Reports page.

1. Select Reporting > Create Reports from the menu.
   The Standard tab is selected by default.
2. Expand the report categories or perform a search to find a specific report on the Standard tab.
3. Expand the Layout & Formatting panel.
4. Select Setup for the Header/Footer parameter.
   The Header/Footer Setup page opens.
5. Select Add.
   You can also select Copy to duplicate an existing header/footer.
6. Enter a Header/Footer Name.
7. Select a Position from the drop-down list or select a position from the Preview grid.
8. Select a Data Item to populate the selected cell.

   If you select Custom Text as the Data Item, then you must specify the Custom Text to appear in the cell.

   If you select Image, then you can upload a new image or select an existing image from Uploaded Images, and then specify the Image Scale.

9. Set up for the formatting for the selected cell.

   You can format the cell using the following fields:

   • Font Size
   • Font Style
   • Font Color
   • Background Color
   • Accent Color
10. Select Generate Test Page to generate and download a PDF preview of your header and footer setup.
    You receive a notification when the test page is ready to preview. You can download the PDF from the Notifications page.
11. Select Save.