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  1. Home
  3. IT Analytics Help
  5. Section IV. End user
  7. Generate and maintain reports
  9. Add and remove custom header and footer to a report or dashboard

Add and remove custom header and footer to a report or dashboard

By adding a custom header or footer to a report or a dashboard, you can provide captions such as confidential, for internal use, or classified for the report viewer.

To be able to add or remove custom header and footer of a report, configure the Classified Header and Classified Footer values in the first place on the Admin > Advanced > System configuration > Portal tab > Report section and restart the portal Tomcat service. Restarting the portal Tomcat service is essential to be able to add or remove custom header and footer from the Scope Selector pop-up of the reports.

Add custom header and footer

To add a custom header and footer to a report or dashboard:

  1. Login to the IT Analytics Portal and find the report on which you want to add the custom header and footer. You can use the Search or navigate to the report from the Reports tab to get to the report.
  2. Select the report and click Run. The Scope Selector for the report is displayed.
  3. Click Advanced and select Include Custom Header and Footer.

    The Advanced button is displayed, provided you have configured the Classified Header and Classified Footer values under System Configuration and restarted the portal Tomcat service as described above.

  4. Click OK and click Generate. In case you are in the process of editing the scope of the report, you need to click Regenerate.

    The report or dashboard is displayed with the custom header and footer specified under the System configuration > Portal tab.

To view the custom header and footer every time you generate the report, you must save the report (under My Reports). Otherwise, the report is reset to its default appearance when you close it.

Remove custom header and footer

To remove the custom header and footer from the report or dashboard:

  1. Login to the IT Analytics Portal and find the report on which you want to remove the custom header and footer. You can use the Search or navigate to the report from the Reports tab.

    If you have the report open, skip to step 3.

  2. Select the report and click Run.
  3. Go to the Actions menu > Edit Scope. The Scope Selector pop-up displays an Advanced button.
  4. Click Advanced and clear Include Custom Header and Footer.
  5. Click OK and click Regenerate.

    The custom header and footer are removed from the report or dashboard. You must save the report to retain the change.

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