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Home > Advisor View > Reports > Dynamic and PDF Reports > PDF Template Customization > Customize How PDF Templates Look > Headers & Footers
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Headers & Footers
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A header or footer is text or graphics that Advisor View prints at the top or bottom of every page in your PDF report. A header is printed in the top margin, and a footer is printed in the bottom margin.
Headers and footers can be as simple as the document title and a page number, but you can create headers and footers that contain graphics and other important client information. You can use different headers and footers in each report section. For example, you might want the header for each section to reflect the title of that section.
You can create two types of headers and footers - standard and custom.
Standard headers and footers can have three lines of text. For example, you can have the date on one line, account information (account name, account number, etc.) on the next line, and the page number on the last line. The standard header and footer areas are also split up into three columns: left, middle, and right. The columns are distributed evenly across the page – for example, let’s say your PDF template does not have any margins and is printing in Landscape orientation. When you print the report, the left column will span the first 3.66 inches, the middle column will span the next 3.66 inches, and the right column will span the remaining 3.66 inches.
Custom headers and footers you can add freeform text, merge fields, graphics, horizontal lines, and other Advisor View information. Unlike standard headers and footers, custom sections do not limit the amount of information you can include and give you complete control over the appearance of your headers and footers.
Benefits of custom headers and footers include:
Control margins. You can control the margins of the header and footer independently of the PDF theme. For example, you can have a .5-inch margin for the headers and footers and a 1-inch margin for the display of the content. This will allow you to have a header graphic that spans the entire width of the page, while keeping your report content buffered.
Set the height. You can set the height of the header and footer - for example, you might want to create a 1-inch header.
Add Text. Insert fields like account name, account number, full name, etc. or add freeform text.
For both standard and custom headers and footers, you can drag the object type onto the custom section. There are two types of objects you can add:
Text. You can add merge fields and freeform text to your headers and footers. Examples of merge fields you can insert include account information, dates, page numbers, mailing labels, custom fields, etc.
Graphic. Pictures can be added to headers and footers.
To edit an object, double-click it. Then, you’ll see a dialog box with formatting options for that object. If you’ve added text, for example, you’ll see formatting options that include insert merge fields and free form text.
To create your standard headers and footers:
On the Client Reporting menu, under PDF Settings, click Headers and Footers.
In the Select a header and footer list, choose Create New.
In the Header and footer name box, type a name for the header and footer. You can specify up to 64 characters for the name, including spaces.
For Layout, click Standard.
If you want to add a background image, in the Background graphic list, choose the background image you want to use.
Drag the object type onto the appropriate line of the header or footer. Double-click the object and customize the settings. When finished, click Apply. Repeat this step for each object you want to add.
Standard headers and footers can have three lines of text. For example, you can have the date on one line, account information (account name, account number, etc.) on the next line, and the page number on the last line. The standard header and footer areas are also split up into three columns: left, middle, and right. The columns are distributed evenly across the page – for example, let’s say your PDF template does not have any margins and is printing in Landscape orientation. When you print the report, the left column will span the first 3.66 inches, the middle column will span the next 3,66 inches, and the right column will span the remaining 3.66 inches.
When finished customizing the headers and footers, click Save.
To create a custom header and footer:
On the Client Reporting menu, under PDF Settings, click Headers and Footers.
In the Select a header and footer list, choose Create New.
In the Header and footer name box, type a name for the header and footer. You can specify up to 64 characters for the name, including spaces.
For Layout, click Custom.
In the Page orientation list, choose Portrait or Landscape.
In the Left, Right, and Height lists, choose the margins and height for the header and footer.
For those of you who send one-page invoices to clients, you likely print a separate page that contains the mailing address that you will use for the mailing label. To help you save paper, you can set the Height to 1/3 Page and then add the client's address to the header and footer. This way, you can use the header and footer as a mailing label and send a one-page invoice.
Drag the object type onto the header or footer. Double-click the object and customize the settings. When finished, click Apply. Repeat this step for each object you want to add.
When finished customizing the headers and footers, click Save.
To delete a header and footer:
On the Client Reporting menu, under PDF Settings, click Headers and Footers.
In the Select a header and footer list, click the header and footer you want to delete.
Click Delete.
You will not be able to delete Headers and Footers that are in use. If you want to find which templates are using a header and footer, go to the Client Reporting menu and click Templates. You can then select templates one at a time to see which headers and footers they've been assigned.
On the Delete Header and Footer confirmation dialog, click Delete.
To make a copy of a header and footer:
On the Client Reporting menu, under PDF Settings, click Headers and Footers.
In the Select a header and footer list, choose the header and footer that you want.
In the Header and footer name box, type a name for the new header and footer.
Click Save As New.
Once you've created a header and footer, you can assign it to a PDF template or a PDF section.
To assign a header and footer:
On the Client Reporting menu, under PDF Settings, click Templates.
Under General Settings, in the Header/Footer list, choose the default header you want to assign to the PDF template.
For each section, you can assign a different header and footer or you can use the same header and footer for the entire report. If you want to assign a unique header and footer to a PDF section, click the section where you want to assign a unique header and footer. In the Header/Footer list for the report section, click the header and footer you want to assign to the section.
Click Save.
You can add merge fields and freeform text to your headers and footers. Examples of merge fields you can insert include account information, dates, page numbers, mailing labels, custom fields, etc.
To add freeform and merge text to a header or footer:
Drag the Text object onto your header or footer.
Double-click the Text object.
You can type freeform on the Edit Text screen, and can insert standard text at any point by double-clinking a merge field option, or clicking it and then clicking the 
button.
When finished, click Apply.
