Create a Reporting Layout with Header, Footer and Margins

You can split the canvas into three distinct areas to create a reporting layout, and have different formatting for each of them if needed.

In the Styling Panel of the canvas, in the Page Layout section, use the two dedicated toggles to show or hide the footer and the header. Then, the story layers additional areas dedicated to the header and the footer so that you can have different formatting for each of them.

Note

In Optimized Story Experience, you need to switch on Enable Reporting Layout first. Note that some features won't be supported in the reporting layout, and once you've enabled it, you won't be able to revert back to the previous layout even if you later hide header and footer.

The borders are highlighted in orange so you can quickly visualize them. To edit the size of the footer or the header, click the corresponding border and drag the mouse up or down to increase or decrease the size of the area you’ve selected.

The header and the footer are available for both fixed and dynamic canvas, and can be combined with a paginated canvas. If the canvas page is set to fixed, you can edit the body margins in Edit mode using the dedicated dropdown. They can be either non visible, normal, narrow, or wide. There are no margins in a dynamic canvas, but you can still have a header and a footer.

Only Text, Image, Shape and Clock widgets are allowed in the header or footer. When inserted or moved to the header or footer, these widgets are automatically resized if they are too big to be displayed.

Feature Compatibility of Reporting Layout in Optimized Story Experience

Before converting your optimized stories to reporting layout, check what features will and won't be available.

Supported Features

  • Linked Widgets Diagram
  • Theme
  • CSS
  • Custom Widget
  • Bookmark
  • Enabling or disabling allowing mouse actions to resize or reposition widgets
  • Sizing and positioning widgets

Features Not Yet Supported

  • Scripting
  • All scripting-related widgets and technical objects
  • Left Panel, including Assets and Outline
  • Device Preview Bar
  • Popup
  • Script Performance Popup
  • Pause refresh options
  • View time visibility settings in widget's Styling panel
  • PDF export settings exclusive to Optimized Story Experience
  • Data Change Insights