Thank you for your feedback.
Form temporarily unavailable. Please try again or contact docfeedback@servicenow.com to submit your comments.
Versions
  • London
  • Kingston
  • Jakarta
  • Istanbul
  • Helsinki
  • Geneva
  • Store
Close

PDF page header footer templates

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 shows the report Title and the page number in the format Page X. The footer shows the report Run by field and the report run time and date.

Configure PDF export settings for a report

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

Before you begin

Role required: report_admin or admin

Procedure

  1. Click Switch to classic UI.
  2. From the upper right side of the report form, click the arrow next to Save and select Export settings.
  3. In the Export settings dialog box, fill in the fields as appropriate.
    Table 1. PDF export settings
    Field Description
    Export report details Check box to show the report attributes in the top right of exported PDF pages.
    Header Footer Template The template for the PDF header and footer.
  4. Click Close.

Create a header footer template for reports exported to PDF

A PDF page header footer template defines the page header and footer layout for PDF files exported from your instance.

Before you begin

Role required: report_admin or admin

About this task

The header and footer each have three cells: Left, Middle, and Right. To leave a cell blank, select Empty.

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, and enter or upload content as appropriate.
    Table 2. Template form view
    Type Description
    Page number of the PDF Page number in either the Page X format or Page X of Y format.
    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. Upload a new image when selecting Image content. Images are scaled to fit the space available in the template cell.
  5. Click Submit.

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 Switch to classic UI link.
  4. Click the arrow next to Save (Arrow down) and select Export settings.
  5. In the Header Footer Template field, select the template to apply.
  6. Click Close.
    This procedure saves the report with the selected template.
  7. (Optional) Export the report as a PDF to view the newly applied page header and footer.