Configure the report header, footer, and properties

Set the report properties

1. Select the darker gray area surrounding the report canvas to ensure that no report elements are selected, then select the properties icon ().
2. In the Page Units section, select the appropriate unit from the Page Unit dropdown.

   For example, inches, centimeters, or pixels.

3. In the Margin section, set the page margins.
4. In the Paper Size section, set the Orientation and Paper size as needed.

   These properties can also be modified after the report is complete and the overall width is known.

Display and configure the report header

1. With the custom report open, select View > Header to display the header.
2. To add the report title, drag and drop the TextBox widget to the header section, and then configure the properties as needed.
   Make sure to select outside of the element to clear the selection and then select it again to view all the TextBox widget properties.
3. To add the corporate logo, do the following:
   1. Select the parameters icon () and select + New Parameter.
   2. Enter LogoURL in the Name and Prompt fields.

      This parameter is also used in the standard log reports and is populated dynamically based on the account.

   3. Select Allow blank value("").

   4. Select Hidden from the Visibility dropdown.

   5. Select Save.

   6. Drag and drop the Image widget to the left corner of the report header.

      Make sure to select outside of the element to clear the selection and then select it again to view all the Image widget properties.

   7. In the properties, do the following:

      1. Enter the Name.

      2. In the Basic Settings section, set the Source to External, then select the square icon () next to the Value field and select Expression...

      3. In the dialog, double-click the LogoURL parameter under the Data field to populate the expression field and select OK.

      4. Enter the Size and Position.

Display and configure the report footer

1. With the custom report open, select View > Footer to display the footer.
2. To add a timestamp in the footer, do the following:
   1. Drag and drop the TextBox control to the footer section.
      Make sure to select outside of the element to clear the selection and then select it again to view all the TextBox control properties.

   2. Double-click the Textbox, then right-click and select Expression.

   3. In the Expression dialog, enter one of the following expressions in the Set Expression For : Value field as needed and select OK:

      1. To display the UTC time, enter =Now().

      2. To display the local time, enter =Code.ToLocal(Now(), Parameters!UserTimeZone.Value).

   4. Update the following properties:
      1. Enter LabelTimestamp in the Name field.
      2. In the Basic Settings section, set the Font size to 0.111 and the Font Style to Default in both dropdowns.
      3. In the Position section, set both Left and Top to 0.00, and set the Size to 3.00 in Width and 0.20 in Height.
3. To add numbering in the footer, do the following:
   1. Drag and drop the TextBox widget to the footer section.
      Make sure to select outside of the element to clear the selection and then select it again to view all the TextBox control properties.

   2. Double-click the Textbox, then right-click and select Expression.

   3. In the Expression dialog, enter ="Page " & Globals.PageNumber & " of " & Globals.TotalPages in the Set Expression For : Value field and select OK.

   4. Update the following properties:

      1. Enter PageNumbering in the Name field.
      2. In the Basic Settings section, set the Font size to 0.111 and the Font Style to Default in both dropdowns.
      3. In the Alignment section, set the Text Alignment to Right.
      4. In the Position section, set Left to 5.00 and Top to 0.00, and set the Size to 3.00 in Width and 0.20 in Height.
4. To adjust the footer height, drag the edge of the footer canvas upward to reduce vertical spacing.