In ClearPoint you have the ability to design your own header and footer styles. This feature will help maintain consistency and branding across your Briefing Book exports.
Header Styles
Header styles can be created in the Custom Styles menu and then applied to any briefing book template in your account.
From the Control Panel click on System Settings
Select System Setup
Click on Custom Styles under Professional Features
Navigate to the Header Styles tab
Click on the Plus icon
Under Report Style Name enter the name of the new Report Style, in this example, ‘Custom Header Style’.
The Header Style tab allows to customize the header
For this example, we are going to set the Header Height to 20 and Background Color to light blue
Under Header Border we are going to select Bottom Border with 2px, we will add a Dotted border and Color blue.
If you have an organizational Font, you can select it here, so that any text conforms to your organizational branding.
You also have control over the Size, Style, and Color
Under the Left, Center, and Right tabs, you can add content to your header.
You can add text or images.
Images automatically re-size based on your header height.
In this example, navigate to the Left tab
Select Image under Left Side Content
Select an Image or drop an image to upload it
Once you are done with your changes, click Save
Assign a Header style to a Briefing Book
Header styles can be applied to any Briefing Book template by editing the Briefing Book template.
Select Documents from the Control Panel
Choose Briefing Books
Select the Briefing Book you are going to be working with, in this example, ‘Monthly Financial Report’.
Navigate to the Header and Footer tab
Select the Custom Header Style using the dropdown menu under Report Header Style
Once you are done with your changes, click Save
Footer Styles
Footer styles can be created in the Custom Styles menu and then applied to any Briefing Book template in your account.
From the Control Panel click on System Settings
Select System Setup
Click on Custom Styles under Professional Features
Navigate to the Footer Styles tab
Click on the Plus icon
Under Report Style Name enter the name of the new Report Style, in this example, ‘Custom Footer Style’.
The Footer Style tab allows to customize the footer
For this example, we are going to set the Footer Height to 15 and Background Color to white
Under Footer Border we are going to select Top Border with 2px, we will add a Solid border and Dark Color.
If you have an organizational Font, you can select it here, so that any text conforms to your organizational branding.
You also have control over the Size, Style, and Color
Under the Left, Center, and Right tabs, you can add content to your footer.
You can add text or images.
Images automatically re-size based on your header height.
In this example, navigate to the Left tab
Select Text under Left Side Content
We are going to use the Report Name and Report Period Tokens
Once you are done with your changes, click Save
Please see the Available Header and Footer Tokens
Assign a Footer style to a Briefing Book
Footer styles can be applied to any Briefing Book template by editing the Briefing Book template.
Select Documents from the Control Panel
Choose Briefing Books
Select the Briefing Book you are going to be working with, in this example, ‘Monthly Financial Report’.
Navigate to the Header and Footer tab
Select the Custom Footer Style using the dropdown menu under Report Footer Style
Once you are done with your changes, click Save
