Set Up Headers and Footers for Transform Reports

The headers and footers that display on Transform reports can be customized in Console to include information that is generated when the report is written to a file, such as generated date, total number of pages, or path and file name. A user can also enter static text to include in the header or footer.

How headers and footers display can also be customized in many ways. Transform reports do not require headers or footers. Reports can also have a header or footer only. Text or data can display in the left, center or right of headers and footers, or in any combination of the three.

The same headers and footers are used on all Transform reports, though they can be updated at any time.

Use two pages in Console to set up headers and footers.

NOTE: Console allows a user to add multiple headers and footers.

  • Use the Transform tab on the Parameters page to set the header and footer to use for reports.

The following values are available to use in headers and footers:
Value Description
File Displays the file name of the report. Refer to Naming Conventions for more information.
File Date Displays the date the file was last saved.
File Time Displays the time the file was last saved.
Generated Date Displays the date the report was generated in Transform.
Page n of x Displays the current page and total number of pages in the report.
Page number Displays the current page number.
Path Displays the path where the report is stored, entered in the Report Path field on the Transform tab of the Parameters page in Console.
Path and file Displays the path where the report is stored and the file name of the report. Refer to Naming Conventions for more information.
Sheet Displays the number of the sheet, used to differentiate a sheet that spans multiple pages from a page number.
Total pages Displays the total number of pages in the report.

 

To add a header and footer in Console:

  1. Select Advanced Configuration > Report Headers / Footers (Setup) in the Navigation pane.

  2. Click Add.

    View the field descriptions for the Report Headers/Footers (Setup) page

  3. Enter a description of the header or footer in the DESCRIPTION field.

    NOTE: This description is selected on the Transform tab of the Parameters page when assigning the header and footer for Transform reports. Enter a meaningful description, especially if the header or footer should indicate the report contains confidential or proprietary information.

  4. Select an option in the LEFT combo box to indicate what data is left aligned in the header or footer
    Or
    Enter text in the LEFT combo box and click the Use this value link when complete.

  5. Select an option in the CENTER combo box to indicate what data is centered in the header or footer
    Or
    Enter text in the CENTER combo box and click the Use this value link when complete.

  6. Select an option in the RIGHT combo boxto indicate what data is right aligned in the header or footer
    Or
    Enter text in the RIGHT combo box and click the Use this value link when complete.

  7. Click Save.

To set the header and footer used in reports in Transform:

  1. Select Advanced Configuration > Parameters in the Navigation pane.
  2. Click the Transform tab on the Parameters page.
  3. Click Edit.
  4. Select a report description in the Report Header list box under Report Settings.
  5. Select a report description in the Report Footer list box under Report Settings.
  6. Click Save.

NOTE: The selected header and footer displays on all Transform reports.