Add a Header or Footer to a Report

Use the Report Editor to add a header or footer to each page of your report. You can add up to three headers or footers to a report. Headers and footers must include either text or a company logo or image. You can also insert variables representing certain data that you want displayed on the report, such as the page number or the date and time. During report generation, the variables are populated and displayed on the report.

Notes:

• To add a company logo to the report header or footer, you must have a company logo uploaded to the application.
• Headers and footers only appear on PDF and RTF reports that are generated using the Primavera Cloud layout.

To add a header or footer to a report:

1. In the object selector, select  Workspace, ﱆ Project,  Portfolio, or  Program, and then select an object name from the list.
2. From the  Main Menu, select  Reports, and then select Report List.
3. On the Report List page, in the table, select a report, select the  Context menu, and then select Edit.
4. In the Report Editor panel, in the pane, select the Format list.
5. Select the Header or Footer tab.
6. In the column corresponding to the position where you want the header or footer to appear, select the type of header or footer you want to add to your report:
   • To add a text header or footer, select Text, and in the Enter Text field, enter the header or footer text.
   • To add your logo as a header or footer, select Logo/Picture.
   • To insert a variable header or footer, select Variable, and then choose from the following variables:
     • Report Title: The title of the report.
     • Page Number: The report page number.
     • Total Pages: The total number of pages included in the report.
     • Current User: The username of the person running the report.
     • Datetime: The current date and time the report is run.
     • History Datetime: For historical reports, the date and time of the data the report is run against.
     • Name: The name of the entity (such as a project) against which the report runs.
   • To add only a variable in the header or footer, select Variable, and in the Variable list, select either Current User, Datetime, History Datetime, Name, Page Number, Report Title, or Total Pages.
7. Select OK.
8. Select Save.
9. In the Report Editor panel, select  Close.

Tips

• You can enter variables as text in the Enter Text field by surrounding the variable name with braces. For example, enter {Current User} to display the name of the person running the report.