Custom Report Header and Footer (Consolidated Reports)

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Keywords: Custom header, Custom footer, Consolidated Reports, HTML Editor, Data fields, PDF output, Excel formats

Document ID: https://platform-support.certain.com/hc/en-us/articles/30764641000215-Custom-Report-Header-and-Footer-Consolidated-Reports#split1

Overview

The Reports > Page tab enables you to add a custom header and footer to your report.

You can format the header and footer using the HTML Editor on this page.

The Header and Footer appear on every page of the report.

Note on formats

Note: Headers and footers apply only to reports in the following formats: Printable HTML, Acrobat PDF, Printable Excel, and Excel Spreadsheet.

Images in headers and footers do not display in either of the Excel formats.

Customization

Both the header and the footer can be customized using the data field drop-down list, which includes Report fields, User fields, and Event fields.

Click the place where you would like the data field to appear, and then click Add to Header to add the selected data field to the HTML Editor area.

Click Add to Footer to add the selected data field to the HTML Editor area.

PDF note

For PDF output, any images should be uploaded, not embedded as http links.

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