Headers and footer specifications can be edited in User Preferences and Project Defaults, or for an individual report from within the report.
The configuration of the header and footer at the report level overwrites the configuration at the User Preferences and Project Defaults levels.
Static text and auto-text can be added to a header or footer. Auto-text is replaced by the appropriate information when the report is exported. For example, insert the auto-text {&Report} into the header of a report named Monthly Sales and Monthly Sales is displayed in the header when the report is exported. See the table below the procedure for a list of the available auto-text for an exported report.
To edit the header or footer for an individual report:
While viewing any report, click the Home tab and click the Export icon. This displays the Export Options Editor.
Next to Export Header and Footer, click the Edit Custom Settings button.
Add either static or dynamic text to the header:
Enter text in the Header field to add static text to the header.
Select auto-text from the Insert Auto-text... drop-down list to add auto-text to the header.
Specify the placement of the header by selecting one of the following:
Display before standard headers: Display the header of the exported report before the title and report details.
Display after standard headers: Display the header of the exported report after the title and report details.
Replace other headers: Display the header of the exported report in place of the title and report details.
Add either static or dynamic text to the footer:
Enter text in the Footer field to add static text to the footer.
Select auto-text from the Insert Auto-text... drop-down list to add auto-text to the footer.
Click Apply to apply changes.
The table below contains auto-text that can be added to the header or footer.
Description |
Code |
Sample Output |
Comments |
Date |
{&Date} |
3/10/2010 |
The current date. |
Execution Date
|
{&ExecutionDate} |
2/25/2010 |
The date that the report was executed. |
Execution Time
|
{&ExecutionTime} |
2:21:31 PM |
The time that the report was executed. |
Filter Details
|
{&FilterDetails} |
Filter Details: Report Filter: (Year = 2007 2008) And ({District} = Washington, DC Boston Atlanta New Orleans) Report Limits: Net Sales Greater Than 10000 |
The filter details include the contents of the report filter, view filter, and report limit. You can configure how the filter details are displayed. For details, see Configuring auto text codes. |
Filter Name |
{&Filter} |
Region Filter |
The name of the report filter. |
Page By |
{&PageBy} |
Year: 2007 |
The contents of the Page By field. |
Prompt Details |
{&PromptDetails} |
Prompt 1: Region prompt Northwest, Southwest Prompt 2: Year Year (ID)= 2007 |
The answers provided for each prompt in the report. You can configure how the prompt details are displayed. For details, see Configuring auto text codes. |
Prompt N |
{&Prompt#&} |
Mid-Atlantic, Northeast, Northwest, Southeast, South, Southwest |
The answers provided for a specified prompt. For example, {&Prompt1&} displays the prompt answers for the first prompt in the report. |
Report Description |
{&ReportDescription} |
Summary of Refund and Exchange counts, amounts, averages, and percentages by the selected attributes of the Store hierarchy. This includes Refunds, Exchanges Out, Exchanges In, and Even Exchanges. |
The short description of the report. |
Report Details |
{&ReportDetails} |
Report Description: Revenue, profit, & cost by region & employee Report Filter: (2007) Filter for Year = 2007 Year = 2007 Report Limits: Revenue > 2000000 Template: Region, Employee Metrics: Revenue, Revenue {~+}, Cost, Sum(Cost){~+}, Profit, Sum(Profit){~+} |
The complete report details, including report description, prompt details, filter details, and template details of the specified report. You can configure how the report details are displayed. For details, see Configuring auto text codes. |
Report Filter Details |
{&ReportFilterDetails} |
Report Filter: Year = 2007 |
The contents of the report filter. |
Report Limit Details |
{&ReportLimitDetails} |
Report Limits: Revenue > 2000000 |
The report limit used in the report. |
Report Name |
{&Report} |
Sales Metrics by Region |
The name of the report. |
Report Notes |
{&Notes} |
Notes: Administrator 3/10/2010 4:04:16 PM: Added metric Profit Margin. --- |
Any notes added to the report. |
Template Details |
{&TemplateDetails} |
Template: Region, Employee Metrics: Revenue, Revenue {~+}, Cost, Sum(Cost){~+}, Profit, Sum(Profit){~+} |
The complete template details, including attribute details and metric details. You can configure how the template details are displayed. For details, see Configuring auto text codes. |
Template Name |
{&Template} |
West Coast Sales Template. |
The name of the template. |
Time |
{&Time} |
3:07:11 PM |
The current time. |
User Filter Details |
{&UserFilterDetails} |
Drill Filter: (Year = 2007) And (Category = Books) |
The contents of the drill filter. For example, if you drill down to sales information for the year 2007, the drill filter will contain (Year = 2007). |
User Name |
{&User} |
John Smith |
The name of the current user. |
View Filter Details |
{&ViewFilterDetails} |
Region = Northeast |
The contents of the view filter. |
Print Reports (PDF) preferences
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