PDF page header footer templates

Administrators and report owners can create header and footer templates for reports exported as PDFs. Reporting users can apply the available templates to specific reports.

A default PDF page header footer template appears on all PDF exports that do not specify a custom header footer template. PDF page header footer templates are saved independently from reports. All header and footer text uses 8-point Helvetica bold font. A PDF page header footer template is made of multiple cells containing report attributes or user-specified content.

The default PDF page header footer template appears on all reports, as well as exports from lists, unless you define a specific template for that report. You can modify the default template but you cannot delete it. In the default template, the header displays the report Title and the page number in the format Page X. The footer displays the report Run by field and the report run time and date.

Configure PDF export settings for a report

You can customize header and footer of reports exported to PDF.

  1. In the upper right of the report form, click the Save choice list and select Export settings.
  2. In the Export settings dialog box, fill in the fields as appropriate (see table) and then click Close.
    Field Description
    Export report details Displays the report attributes in the top right of exported PDF pages.
    Header Footer Template Select a template for the PDF header and footer.

Create a header and footer template for report PDFs

A PDF page header footer template defines the page header and footer layout for PDF files that you export from ServiceNow.

About this task

Users with the admin or report_admin role can create PDF page header footer templates.

Procedure

  1. Navigate to Reports > Header Footer Templates.
  2. Click New.
  3. Enter a Name for the template.
  4. Select the content option for each header and footer cell (see table), and enter or upload content as appropriate for the content option.
    Table 1. Template form view
    Type Description
    Page X Page number of the report where X is the current page.
    Page X of Y Page number of the report where X is the current page and Y is the total number of pages in the report.
    Report Title Title of the report.
    Run by Name of the user who ran the report.
    Run Date and Time Date and time the report ran.
    User Specified Text User-defined message. Messages are truncated at 150 characters.
    Image User-specified image. The user creating the template must upload a new image when selecting Image content. Images are scaled to fit the space available in the template cell.
    Empty Choose this option to leave the selected cell of the header or footer empty.
  5. Click Submit.

What to do next

You can apply the new template to exported reports. See Apply a PDF page header footer template to a report.

Apply a PDF page header footer template to a report

Reporting users can apply the 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.

Procedure

  1. Navigate to Reports > View/Run.
  2. Open a report.
  3. Click the arrow next to Save (Arrow down) 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.