Create the Cover Page
Go to Dashboard → Global Settings
Click the Reports tab
Click New → Cover Page
Name your cover page
Design the Layout
Drag and drop elements from the left panel: Line (add horizontal dividers), Blank Space (add spacing), Company Logo (your firm's logo), Project Logo (project-specific branding), Attributes (dynamic fields like project name, address, date, page number)
Click on elements to adjust: Alignment (left, center, right), Size (adjust dimensions), Position (move up/down)
Click Save
Add Attributes
Drag an Attribute element onto the page
Click on it
Select attribute type: Project Attribute (address, project number, name) or Report Attribute (page number, date)
Adjust size and alignment
Apply to Report
Go back to Reports tab
Select the report to attach the cover page
Click Add-ons on the left
Under Cover Page, select your custom cover page
Click Save
Tips
Use the trash can icon to delete elements
Test your cover page by generating a sample report
You can create multiple cover pages for different report types
Related Features
Add Client Signature to Quote
Remove Table Contents and Cover Page from Report
Change Font and Color of Text