Apply a PDF page header footer template to a report

You can apply available templates to specific reports, so the custom header footer template replaces the default PDF page header footer template.

About this task

Any user who can edit reports can apply a PDF page header footer template to a report.


  1. Navigate to Reports > View/Run.
  2. Open a report.
  3. Click the arrow next to the Save button to open the Report options menu and select Export settings.
  4. In the Header Footer Template field, select the template to apply.
  5. Click Close.
    This procedure saves the report with the selected template.
  6. (Optional) Export the report as a PDF to view the newly applied page header and footer.