Specifying the header and footer for a report

You can edit the header and footer that are displayed when a report is exported. The header and footer can be edited at the project level, from the Export Reports preferences page, or for an individual report. The configuration of the header and footer at the report level overwrites the configuration at the project level. For example, if one header is specified for a project and another header is specified for an individual report, the report setting takes preference.

The export header and footer can also be included as part of a subscribed report. For more information, see the Web Administrator Help.

To edit the header or footer at the project level
To edit the header or footer for an individual report

You can add static text and auto-text to a header or footer. Auto-text, which is essentially a variable, is replaced by the appropriate information when the report is exported. For example, if you insert the auto-text {&Report} into the header of a report named Monthly Sales, Monthly Sales is displayed in the header when the report is exported. See the table below the procedure for a list of the available auto-text for an exported report.  

You can format how auto-text is displayed in an exported report, such as whether report limits are displayed in the filter details. For steps, see the Document Creation Guide.

To edit the header or footer at the project level

1 On the upper right of any page, click your user name, and then select Preferences from the drop-down list. By default, the General preferences page is displayed.
2 On the left, select Export Reports. The Export Reports preferences page opens.
3 Under Export Header and Footer section, click the Edit Custom Settings button. The header and footer options are displayed.
4 To edit the header:
To add static (non-changing) text to the header, type the text in the Header field.
To add dynamic text to the header, select auto-text from the Insert Auto-text... drop-down list. For a list of auto-text codes, see Auto-text for headers and footers.
5 Specify the placement of the header by selecting one of the following:
To display the header of the exported report before the title and report details, select Display before standard headers.
To display the header of the exported report after the title and report details, select Display after standard headers .
To display the header of the exported report in place of the title and report details, select Replace other headers.
6 To edit the footer:
To add static (non-changing) text to the footer, type text in the Footer field.
To add dynamic text to the header, select auto-text from the Insert Auto-text... drop-down list. For a list of auto-text codes, see Auto-text for headers and footers.
7 Click Apply to apply changes.

To edit the header or footer for an individual report

1 Click the name of a report to open it.
2 From the Home menu, select Export, and then select an export format. The export options are displayed.
3 Click the Edit Custom Settings button. The header and footer options are displayed.
4 To add text to the header:
To add static (non-changing) text to the header, type the text in the Header field.
To add dynamic text to the header, select auto-text from the Insert Auto-text... drop-down list. For a list of auto-text codes, see Auto-text for headers and footers.
5 Specify the placement of the header by selecting one of the following:
To display the header of the exported report before the title and report details, select Display before standard headers.
To display the header of the exported report after the title and report details, select Display after standard headers.
To display the header of the exported report in place of the title and report details, select Replace other headers.
6 To add text to the footer:
To add static (non-changing) text to the footer, type text in the Footer field.
To add dynamic text to the header, select auto-text from the Insert Auto-text... drop-down list. For a list of auto-text codes, see Auto-text for headers and footers.
7 Click Apply to apply changes.

Auto-text for headers and footers

The table below contains auto-text that can be added to the header or footer to display dynamic content.

Description

Code

Sample Output

Comments

Date

{&Date}

3/10/2010

The current date.

Execution Date

 

{&ExecutionDate}

2/25/2010

The date that the report was executed, or, for an Intelligent Cube, the cube publication date and time.

Execution Time

 

{&ExecutionTime}

2:21:31 PM

The time that the report was executed, or, for an Intelligent Cube, the cube publication date and time.

Filter Details

 

{&FilterDetails}

Filter Details: Report Filter:

(Year = 2007

2008) And ({Call Center} =

Washington, DC

Boston

Atlanta

New Orleans)

Report Limits:

Revenue Greater Than 10000

The filter details include the contents of the report filter, view filter, and report limit.

You can configure how the filter details are displayed. For details, see the Document Creation Guide.

Filter Name

{&Filter}

Region Filter

The name of the report filter.

Page By

{&PageBy}

Year: 2007

The contents of the Page By field.

Project Name

{&Project}

MicroStrategy Tutorial

The name of the project.

Prompt Details

{&PromptDetails}

Prompt 1: Region prompt

Northwest, Southwest

Prompt 2: Year

Year (ID)= 2007

The answers provided for each prompt in the report.

You can configure how the prompt details are displayed. For details, see the Document Creation Guide.

Prompt N

{&Prompt#&}

Mid-Atlantic, Northeast, Northwest, Southeast, South, Southwest

The answers provided for a specified prompt. For example, {&Prompt1&} displays the prompt answers for the first prompt in the report.

Report Description

 {&ReportDescription}

Revenue, profit, & cost by employee & region

The short description of the report.

Report Details

{&ReportDetails}

Report Description:

Revenue, profit, & cost by region & employee

Report Filter: (2007)

Filter for Year = 2007

Year = 2007

Report Limits: Revenue > 2000000

Template: Region, Employee

Metrics: Revenue, Revenue {~+}, Cost, Sum(Cost){~+}, Profit, Sum(Profit){~+}

The complete report details, including report description, prompt details, filter details, and template details of the specified report.

You can configure how the report details are displayed. For details, see the Document Creation Guide.

Report Filter Details

{&ReportFilterDetails}

Report Filter:

Year = 2007

The contents of the report filter.

Report Limit Details

{&ReportLimitDetails}

Report Limits:

Revenue > 2000000

The report limit used in the report.

Report Name

{&Report}

Sales Metrics by Region

The name of the report.

Report Notes

{&Notes}

Notes: Administrator 3/10/2010 4:04:16 PM: Added metric Profit Margin.

---

Any notes added to the report.

Template Details

{&TemplateDetails}

Template: Region, Employee

Metrics: Revenue, Revenue {~+}, Cost, Sum(Cost){~+}, Profit, Sum(Profit){~+}

The complete template details, including attribute details and metric details.

You can configure how the template details are displayed. For details, see the Document Creation Guide.

Template Name

{&Template}

West Coast Sales Template.

The name of the template.

Time

{&Time}

3:07:11 PM

The current time.

User Filter Details

{&UserFilterDetails}

Drill Filter:

(Year = 2007) And (Category = Books)

The contents of the drill filter. For example, if you drill down to sales information for the year 2007, the drill filter will contain (Year = 2007).

User Name

{&User}

John Smith

The name of the current user.

View Filter Details

{&ViewFilterDetails}

Region = Northeast

The contents of the view filter.

Related topics

Export Reports preferences
Exporting a grid report
Exporting a graph report