Setting Up Header & Footer in Dynamic Reports

Header and Footer Set up in Dynamic Reports

When you launch the Header / Footer pane, variables appear in the left pane. Drag and drop variables to the report header and footer. To remove a variable from the header or footer, drag and drop the selection back to the Variables list.

Variables with an arrow (shown below) contain sub-variables that can be added to the header or footer

Properties

The Properties bar (partially shown below) is where you select font type, color, and other properties for the header and footer.

A description of all properties is provided:

• Code – Includes the report code in the header or footer.

• Name – Includes the report name in the header or footer.

• Author - Add the name of the report author to a header or footer.

• Page Number – Add page numbers to a header or footer; available when you export the report (not when the report is run).

• Page 1 of ? - Add page number to a header or footer; available when you export the report (not when the report is run).

• Run by user- Add the name of the user that runs the report to a header or footer.

• Current Date– Add the date to a header or footer.

• Font - Select a font to apply to a selected header or footer.

• Size - Select the font size. The default font size is 10.

• - Bold the text for a selected header or footer.

• - Italicize the text for a selected header or footer.

• - Underline the text for a selected header or footer.

• - Double underline the text for a selected header or footer.

• - Change the color of the text for a selected header or footer.

• - Change the background color for a selected header or footer.

• - Decrease the indentation for a selected header or footer.

• - Increase the indentation for a selected header or footer.

• - Align the text to the left for a selected header or footer.

• - Align the text in the center for a selected header or footer.

• - Align the text to the right for a selected header or footer.

• - Open the Image Selector dialog page to browse and select an image from your computer or the File Cabinet to display in the selected header or footer. See Logo Limitations. Only image file types like jpeg, bmp, jpg, and png are supported.

• - View name, code, or label (name and code) details for each selected header or footer dimension.

Header & Footer Display

Header & Footer section - This option is selected by default and will be applied for Excel export in the report output menu and Excel file attached to an email. If you select the Header and Footer sections and export the Dynamic Report to Excel, the report will be displayed in the page layout view, not the normal view. The purpose of the page layout view is to provide better visibility for header and footer details.

Rows – Select to export header and footer details as rows in the Excel output and when attached to an email. Logos, formatting, and positioning (left/center/right columns) should be adjusted to fit within the rows and columns of the Excel sheet. If you select Rows, the report is opened in Excel in normal view mode. You can change the Header & Footer options at any time.

Point of View

Point of View (POV) is available for Dynamic Report headers and footers. POV and default members are applied to the page-level dimensions selected in a header or footer.