Managing Report Export Cover Pages
Vault auto-generates report export cover pages and attaches them to PDF exports of reports. By editing the default Report Export Cover Page template, you can change the information that appears on these pages.
All PDF exports from reports use the same template. While you can change the information that appears, you cannot create custom cover page templates.
Accessing Cover Page Templates
Administration options are in Admin > Business Admin > Templates > Signature & Cover Pages.
From here, you can also manage the Audit Export Cover Page and signature page templates.
How to Edit the Template
To edit the cover page template:
- From the Signature & Cover Page Templates page, click the Report Export Cover Page template.
- Click Edit.
- Make any necessary changes.
- Click Save.
- The new template takes effect immediately for all new PDF exports of reports.
Example Report Export Cover Page
You can use tokens to make your cover page specific to each report. Except for Name, all fields for the Report Export Cover Page template are editable.
When editing the Report Export Cover Page, you can use the following tokens:
|Name||Report Export Cover Page||Non-editable, name of the cover page template|
||Name of the report|
||Date/time of the export, in the user’s time zone|
|Body Block 1||
||Description of the report|
|Body Block 2||
||Username of the user exporting the report|
|Body Block 3||
||Report Type of the report|
|Body Block 4||
||Number of pages for the exported report|
Dates & Times
Vault displays dates and times, including in exported cover pages, in the current user’s selected time zone.
How to Inactivate the Template
If you do not wish to show cover pages with PDF exports, you can make the Report Export Cover Page template inactive. To do this, remove all tokens from all fields in the template and save. Rather than generating a blank page, Vault generates a PDF without a cover page.
You cannot delete the Report Export Cover Page template.