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Create PDF Report Cover Pages & CSS Templates



Rank Ranger's Cover Page templates make it easy to create a personalized cover page for the automated White Label PDF reports being sent to your customers. Create it once, and apply to as many reports as you'd like. 

Cover Pages can also be used to create CSS Templates to apply custom styling to your PDF reports.

White Label PDF Report Cover Page
 

Video: Creating a Cover Template

 



Create a Cover Page

             
 
How to create a cover page

Begin by adding a Cover Page by navigating to:
1. White Label
2. Cover Pages
3. Click the Add Cover Page Template button

Add a Cover Page Template

Add Content to Cover Page

add content to cover page
  • Enter a Name for your cover page.
  • Enter cover page content using the WYSIWYG editor to select text styles, insert images*, links, tables, etc.
  • Below the editor screen there is an Insert Merge Field pull-down menu. To insert a merge field, place the cursor in the Cover Page Content area where you want the field to display, select the field name and click the Insert button.
  • When you're finished editing, click the Add button.
Note: If you have uploaded an Account or Campaign Specific logo, it will automatically display centered at the top of the first page of your report if you select a Default Cover Template. If you create a custom Cover Page and select it in the Report Details Cover Template section, that custom template will override the default and you need to insert the merge field for logo when creating your cover page.

The new cover page will be added to your library and can be added to any White Label PDF Report when creating a new report, or by editing an existing report's Details tab.

*Self-hosted Images can be added to a Cover Page. If you change your web server from HTTP to HTTPS, you will need to update the image URLs in the Cover Page Template. If images are not displaying and you have confirmed that the URL is correct, then you may need to reduce the file size in order for the image to display quickly enough to be captured during the PDF report generation process.

Create a PDF Style Template

             
 
Creating CSS Templates
In this example, a custom CSS Template was created using the code section of a Cover Page to create a border around a text box and add a colored line below headings. View a sample PDF report created using a CSS template.

PDF report utilizing custom CSS Template


Cover Page Template
Begin by adding a Cover Plage Template by navigating to:
1. White Label
2. Cover Pages
3. Click the Add Cover Page Template button

Add a Cover Page Template


4. Name the Template
5. Click Tools
6. Click Source Code 


name template


7. Paste in or type your CSS code (see code sample below the screenshot)
8. Click the OK button
9. Click the Add button
 
add css code


CSS Code Sample



Navigate to your PDF Report Details screen 
10. In the CSS Template menu, select the CSS Template you want to style your report and click the Save button

select CSS Template




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