> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rdrive.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a report cover template

> A cover page is an optional item for the users to select when generating the reports. Could use for the daily, weekly and monthly report, download process, and

A cover page is an optional item for the users to select when generating the reports. Could use for the [daily, weekly and monthly report](https://docs.rdrive.io/setup/project/subscriptions-and-reports/managing-scheduled-report-policies-in-rdrive), [download process](https://docs.rdrive.io/web/forms/export/can-i-export-the-entire-process-as-pdf#h_35d2698739), and [download issue/record](https://docs.rdrive.io/web/issues/reports/how-do-i-generate-an-issue-defect-record-report#Via-Issue-finder) from the finder.

First, log in to **Company Area**. *Only the company admin can access this page.*

Click **Settings** and select **Cover templates**.

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035042/CXM2vzo-m0leoS7pQtAVDHYJQr0OThzOnA.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=785b0114970eef4feced58838ccd7098" alt="Create a report cover template" width="1024" height="768" data-path="images/kb/103000035042/CXM2vzo-m0leoS7pQtAVDHYJQr0OThzOnA.jpeg" />

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035042/iZCm3G1Gyg0ygXHPFTTdFXfHKf2U-xjJTg.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=79a6b6c00837736474d184fb84368972" alt="Create a report cover template" width="1024" height="768" data-path="images/kb/103000035042/iZCm3G1Gyg0ygXHPFTTdFXfHKf2U-xjJTg.jpeg" />

You can create a new template by clicking the **⊕** button.

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035042/6eqf_RqzCBVtOs73KLipQGCRy_AUCzcvqQ.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=e4d7becc267ee223b562fdaf7dbee5be" alt="Create a report cover template" width="1024" height="768" data-path="images/kb/103000035042/6eqf_RqzCBVtOs73KLipQGCRy_AUCzcvqQ.jpeg" />

Enter the template title, select type, and orientation, upload the background image (it will be a blank page for the background if no image is added).

Click **OK** to confirm.

**UPLOAD** if you have a downloaded file.

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035042/-j61Az93F112qQdhg4p5eB2x6yEtVXmR0Q.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=813346127a8619a0c3a726aa46e162a7" alt="Create a report cover template" width="1024" height="768" data-path="images/kb/103000035042/-j61Az93F112qQdhg4p5eB2x6yEtVXmR0Q.jpeg" />

Template created.\
Click the template title or the wizard icon to access the cover wizard page.

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035042/tY9wIXbsQiQRBTIJxZkDtaAjxQ_pC3mTLA.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=66385c91403e6958312b8685d4202b8d" alt="Create a report cover template" width="1024" height="768" data-path="images/kb/103000035042/tY9wIXbsQiQRBTIJxZkDtaAjxQ_pC3mTLA.jpeg" />

? Click on the pencil tool (or ⌘/Ctrl 2) to create fields as data boxes by drawing a box on the page.

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035042/jTyMj9UjOXHMmSRhC0Bc-KGsa6tjy1nUDg.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=9d50bb60f356b1f551460bae6ca74ab8" alt="Create a report cover template" width="1024" height="768" data-path="images/kb/103000035042/jTyMj9UjOXHMmSRhC0Bc-KGsa6tjy1nUDg.jpeg" />

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035042/CpT0qR0ZZJ8ffscFDMgIiA8W2HgsHSYj5A.png?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=e4def4e47629cfb4b9f46dd3e9a7ada1" alt="Create a report cover template" width="26" height="24" data-path="images/kb/103000035042/CpT0qR0ZZJ8ffscFDMgIiA8W2HgsHSYj5A.png" />

Click this icon (or ⌘/Ctrl 4) to bring up **Properties**.

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035042/MNrWzIOTENRv6BhpQxO-PpyK2i42fBX7jw.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=658797d0d19c73b21787e0aab7253662" alt="Create a report cover template" width="1024" height="768" data-path="images/kb/103000035042/MNrWzIOTENRv6BhpQxO-PpyK2i42fBX7jw.jpeg" />

In Properties, you may edit the data box attributes and select data types.

Here are the **data types** available:

1. Drawing *(of where the form is created)*

2. Location *(of where the form is created)*

3. Creation (*of whom generate this report)*

4. [Read only Text *(Preset Text)*](https://docs.rdrive.io/setup/company/presets/how-to-set-up-edit-a-preset-text-company-level)

5. [Read only Image *(Preset Image)*](https://docs.rdrive.io/setup/company/presets/how-to-set-up-edit-a-preset-image-company-level)

6. Item Count

7. Report Title *(Title of the report rule, such as Form weekly report, Issue daily report, etc)*

8. Report Period *(Date of the period of the report)*

9. Report Conditions *(Condition of the report)*

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035042/5ShYW-9nnYnrhb8uZqyKPU4KythCRwFdLA.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=446af84b544f297fe157d2c5c5b585c4" alt="Create a report cover template" width="1024" height="768" data-path="images/kb/103000035042/5ShYW-9nnYnrhb8uZqyKPU4KythCRwFdLA.jpeg" />

On the attributes, you set up the data format and display attributes, such as font size and alignment.

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035042/Ac0Rhshv-VF_F4_0YMGg_c_4_O5zsmPz0Q.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=df649d0bf909186432e06e433a8f6257" alt="Create a report cover template" width="1020" height="366" data-path="images/kb/103000035042/Ac0Rhshv-VF_F4_0YMGg_c_4_O5zsmPz0Q.jpeg" />

**SAVE** when completed. ??

You may return to the template list by the home button.

<img src="https://mintcdn.com/rdrive/rBkPb72V7fth7zAn/images/kb/103000035042/08lvSN-tQ67vViVz8gM3s9wNQiTuVoQqrg.jpeg?fit=max&auto=format&n=rBkPb72V7fth7zAn&q=85&s=6244c901dd3459d21c6b3ea289a56804" alt="Create a report cover template" width="1024" height="768" data-path="images/kb/103000035042/08lvSN-tQ67vViVz8gM3s9wNQiTuVoQqrg.jpeg" />

DONE!! ?
