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Create White Label Report Cover Page



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. 

White Label PDF Report Cover Page
 

Create White Label PDF Report Cover Page

 
Create Cover Page

Navigate to the Cover Page Library:

  • Click the White Label tab in the navigation.
  • Select Cover Pages.
  • Click Add Cover Page Template.

Enter Cover Page Content:

  • 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. Images must be hosted on a web server that is not HTTPS in order for our system to be able to retrieve and insert the image as the PDF report is generated.



Video: Creating a Cover Template

 





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