Managing Report Export Cover Pages

When using the Export to PDF action for a report, Vault auto-generates a report export cover page and attaches it to the PDF export of the report. 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 Template Management

From Business Admin > Templates > Signature & Cover Pages, you can manage the Report Export Cover Page, audit export cover page and signature page templates.

How to Edit the Cover Page Template

  1. From the Signature & Cover Page Templates page, select the Report Export Cover Page template.
  2. Click Edit.
  3. Make any necessary changes to the Title, Subtitle, and Body Block 1-4 fields. The Name field is not editable.
  4. Click Save. The new template takes effect immediately for all new PDF exports of reports.

Tokens

You can add tokens to the Report Export Cover Page template to make your cover page display information specific to each report. The following tokens are available to add to the Report Export Cover Page template:

  • ${description}: Report description
  • ${domainName}: Domain name
  • ${exportDateTime}: Date and time the PDF was exported
  • ${exportedByUsername}: Username of the user who exported the report
  • ${filters}: Filters applied to the report
  • ${pages__v}: Total number of pages in the PDF
  • ${reportName}: Report name
  • ${reportTags}: Tags added to the report
  • ${reportType}: Report type
  • ${runDateTime}: Most recent date and time the report was run
  • ${vaultName}: Vault name

Default Tokens

The default Report Export Cover Page template includes the following text and tokens:

  • Title: ${reportName)
  • Subtitle: ${exportDateTime}
  • Body Block 1: ${description}
  • Body Block 2: Exported by: ${exportedByUsername}
  • Body Block 3: ${reportType}
  • Body Block 4: Pages: ${pages__v}

Report Export Cover Page template default tokens

Dates & Times

Vault displays dates and times, including in exported cover pages, in the current user’s selected time zone.

Inactivating the Template

If you do not want 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.