The Cover Page option defines the format for the cover page. Users can replace cover art and branding with any option and include additional static content, such as a disclosure statement.
References for additional Report Custom Fields beyond what is presented in the default options can be added.
Don't forget to replace the placeholder text with the organization’s name and address.
Configuring the Cover Page
Step 1: Open the runbooks template.
Step 2: Go to the "OPTION DEFINITIONS" section of the setup code.
Step 3: Go to the nn.cover_page_option line. The number listed represents the option that will be leveraged. Modify the value to match the desired option (information on the different options is listed below).
Cover Page Options
Click each expandable section for more information.
Option 1 {%p set nn.cover_page_option = 1 %}
This option includes the following:
A full-page background image graphic (which may be replaced)
Report Title
Client Name
Date Exported (updates dynamically)
Report Custom Fields for
Author (requires a Report Custom Field with a label of Author)
Author Title (requires a Report Custom Field with a label of Author Title)
Replacing Image
The easiest method for replacing the background image is to right-click the image, select “Change Picture,” and then replace it with a properly sized image (the default image is 8.5” x 11”).
Option 2 {%p set nn.cover_page_option = 2 %}
This option includes the following:
Logo (a PlexTrac logo is provided as a placeholder)
Embedded graphics in the top right and bottom left
Report Title
Client Name
Date Exported (updates dynamically)
Report Custom Fields for
Author (requires a Report Custom Field with a label of Author)
Author Title (requires a Report Custom Field with a label of Author Title)
Modifying Graphics
Modify the fill color and other attributes of embedded graphics to match the organization's color palette by selecting the shape to modify, clicking the Shape Format tab, and changing the shape style attributes.
Option 3 {%p set nn.cover_page_option = 3 %}
This option includes the following:
Logo (a logo is provided as a placeholder)
Word Shapes that can be modified
Report Title
Client Name
Date Exported (updates dynamically)
Report Custom Fields for
Lead Author (requires a Report Custom Field with a label of Lead Author)
Lead Author Title (requires a Report Custom Field with a label of Lead Author Title)
Lead Author Email (requires a Report Custom Field with a label of Lead Author Email)
Modifying Graphics
Modify the fill color and other attributes of embedded graphics to match the organization's color palette by selecting the shape to modify, clicking the Shape Format tab, and changing the shape style attributes.
Option 4 {%p set nn.cover_page_option = 4 %}
This option includes the following:
Logo (a logo is provided as a placeholder)
Shape objects that can be modified
Report Title
Client Name
Date Exported (updates dynamically)
Report Custom Fields for
Lead Author (requires a Report Custom Field with a label of Lead Author)
Lead Author Title (requires a Report Custom Field with a label of Lead Author Title)
Lead Author Email (requires a Report Custom Field with a label of Lead Author Email)
Modifying Graphics
Modify the fill color and other attributes of embedded graphics to match the organization's color palette by selecting the shape to modify, clicking the Shape Format tab, and changing the shape style attributes.
Option 5 {%p set nn.cover_page_option = 5 %}
This option includes the following:
Logo (a logo is provided as a placeholder)
Graphics that can be resized
Report Title
Client Name
Date Exported (updates dynamically)
Report Custom Fields for
Lead Author (requires a Report Custom Field with a label of Lead Author)
Lead Author Title (requires a Report Custom Field with a label of Lead Author Title)
Lead Author Email (requires a Report Custom Field with a label of Lead Author Email)
Modifying Graphics
Modify the fill color and other attributes of embedded graphics to match the organization's color palette by selecting the shape to modify, clicking the Shape Format tab, and changing the shape style attributes.
