Page Setup

The Page Setup window allows users to customize the layout of their output before exporting a View, Dashboard or Report.

To access the Page Setup window:

Open the Settings menu (right-hand panel of an open View, Dashboard or Report) by clicking Sharing.
Select Page Setup.
Click the appropriate tab(s) to customize the page setup: General, Margins, Header / Footer, Grid, Report, Excel Export.
Click Confirm to save any adjustments made to the page setup.

General Tab

The General tab allows the user to define the general configuration options of their export page for Views, Dashboards and Reports.

Field	Description
Orientation	Defines whether the page will be exported in portrait or landscape orientation.
Unit	Defines the unit of measurement (i.e., centimetres or inches) displayed for paper size and margins.
Paper Size	Sets a standardized page size (i.e., width and height) for their export; users can also define a width and height manually by selecting the Custom Size option then entering the desired values in the Width and Height fields.
Width	Field that represents the width of the export page; its value will update automatically depending on the options selected in the previous three fields, however, users will only be able to change the value manually if the Custom Size option is selected in the Paper Size field.
Height	Field that represents the height of the export page; its behaviour is identical to the Width field.
Fit to - page(s) wide	Toggle that defines the number of pages within which the content of their export will be fit; Fit to - page(s) wide and Zoom (%) are mutually exclusive options.
Zoom (%)	Toggle that defines the zoom percentage to which their export will be displayed; Fit to - page(s) wide and Zoom (%) are mutually exclusive options.

Note

The Fit to - page(s) wide and Zoom (%) options only appear in the General tab if they are applicable to the export type.

Fit to features are only compatible with PDF, XLSX and XLS type exports. Exported charts and dashboards both automatically fit one image per page.

Margins Tab

The Margins tab allows users to configure the margins of their export for Views, Dashboards and Reports. The tab also provides a simplified margin preview in the center of the Page Setup window which updates in real-time based on the values entered by the user.

Field	Description
Default	Button that causes all export margins to revert to their initial, default values.
Top, Left, Right and Bottom	Fields that defines the distance between their export content and the border of the page in all four directions.
Header and Footer	Fields that defines the space between their header or footer and the top or bottom border of the page respectively; the values in these fields should always be less than the margin values to avoid overlapping

Header / Footer Tab

The Header / Footer tab allows users to customize headers and footers and add them to their export for Views, Dashboards and Reports. The tab also provides a preview of how the header or footer will appear in the export.

Note

.CSV file format does not support SEI's Header / Footer feature. Therefore, headers and footers will not appear on any .CSV exports.

Field	Description
Customize Header	Allows users to customize their export's header; clicking the Customize Header button will display the Header Customization pop-up.
Customize Footer	Allows users to customize their export's footer; clicking the Customize Footer button will display the Footer Customization pop-up.

Header / Footer Customization Pop-Up

The Header or Footer Customization pop-up is where users can create and edit their export's headers or footers respectively.

Field	Description
Left Section	Text editing box for left-justified header or footer text.
Center Section	Text editing box for center-justified header or footer text.
Right Section	Text editing box for right-justified header or footer text.

To begin adding header or footer text, click anywhere in the desired section and begin typing.

Note

XLSX and XLS exports have a 255 character limit for headers and footers. Therefore, all 3 header or footer sections (i.e., left, center and right) combined must have less than 255 characters total. If your header or footer has more than 255 combined characters, the text will be truncated after the first 252 characters in XLSX and XLS exports.

Formatting Toolbar

The formatting toolbar at the top of the pop-up window allows users to further edit and customize their export's headers and footers.

Formatting Toolbar Option (left to right)	Description
Bold	Makes the header or footer text bold.
Italic	Makes the header or footer text italicized.
Underline	Underlines the header or footer text.
Strikethrough	Makes the header or footer text strike-through.
Font Size	Allows the user to change the font size of their header or footer text; the default font size is 9 for headers and 8 for footers.
Font Color	Allows the user to change the colour of their header or footer text; the default font color for headers and footers is black.
Insert Image	Allows the user to insert an uploaded image file into their header or footer; this feature is incompatible with XLS exports since Excel does not support images in headers or footers
Insert Keyword	Drop-down list that allows users to insert both SEI-specific and general keywords (e.g., External Link, Data Model Parameters, Date, etc.) into their header or footer. Certain keyword options (i.e., Date, Time, Data Model Parameters and Global Variables) will cause a second drop-down list to appear to the right from which users can select additional options regarding the keyword type before inserting it into their header or footer text. Note Certain keyword options are exclusive to Worksheets, Dashboards, Reports or Charts, so it is normal if some keyword types do not appear when a user expands the Insert Keyword drop-down list. Keyword Types: View Name - Inserts the name of the exported view Chart Name - Inserts the name of the exported chart Dashboard Name - Inserts the name of the exported dashboard Report Name - Inserts the name of the exported report Filter - Inserts the name of any filters currently applied to the export Data Model Parameters - Inserts the name of a data model parameter; the user chooses which data model parameter name they want to insert from the secondary keyword drop-down list Data Model Name - Inserts the name of the data model associated with the export Page Number - Inserts the current page number; this keyword will update to match each page of the export; this keyword is incompatible with HTML and XML exports and will be ignored for those export types Date - Inserts the current date; users can select from a wide variety of predefined date formats using the secondary keyword drop-down list Time - Inserts the current time; users can select from a wide variety of predefined time formats using the secondary keyword drop-down list External Link - Inserts an external link that directs to the web client version of the export; this keyword will be ignored in XLSX and XLS exports since Excel does not support links in headers or footers Global Variables - Inserts a global variable; users choose the desired global variable from the secondary keyword drop-down list

Note

Header or footer text can overlap as shown in the image below. If that happens, users can re-open the Header or Footer Customization pop-up and add the necessary spacing, indentations or line breaks so that their text does not overlap.

Users should always review the header and footer preview in the Header / Footer tab before clicking the Confirm button.

Example

Example of PDF Export

Example of Excel Export

Example of HTML Export

Example of PNG Export

Grid Tab

The Grid tab allows users to configure their export's column headers for worksheets.

Field	Description
Column Header	Toggle that determines whether or not column headers will appear in an export; for the two other grid tab fields to appear, the Column Header toggle must be activated.
Repeat Column Header	Toggle that determines whether or not a worksheet's column headers will repeat at the top of each page break when exported.
Column to Repeat on Left	Allows to specify how many of a worksheet's columns will be shown when exported; the value indicated cannot be greater than the number of columns in the worksheet.

Report Tab

The Report tab allows users to configure both the column headers and title for Reports.

Field	Description
Column Header	See explanation in the Grid Tab section above.
Repeat Column Header	See explanation in the Grid Tab section above.
Column to Repeat on Left	See explanation in the Grid Tab section above.
Show Title	Toggle that determines whether or not the report title will be shown when exported.
Repeat Title	Toggle that determines whether or not the report title will be repeated at the top of each page break when exported.

Excel Export

The Excel Export tab allows users to customize headers and footers that are added to the grid when exporting Views, Dashboards or Reports to an Excel file.

Field	Description
Data Model Name	Click the toggle button to add the data model name to the header.
View Name / Dashboard Name / Report Name	Click the toggle button to add the view, dashboard or report name to the header (depending on the source type).
Custom Text	Enter additional text as required to the header and/or footer.
Filter	Click the toggle button to add filters present in the view, dashboard or report to the header. Note: Filters always appear in English.
Printed on date and time	Click the toggle button to add the date and time to the footer when the view, dashboard or report was exported. Note: The date and time and accompanying text always appear in English.

Example

Worksheet view

Excel Export settings

Result of Excel Export

If you print the Excel file, the headers and footers will appear in addition to any headers and footers defined in the Page Setup dialog box in Excel Add-in or in the Header / Footer tab. This does not affect the viewing.