Creating a Page Header Template

Many reports have titles, page numbers, dates and other fields that appear at the top of each page. This is called the page header.

A typical page header.


Monarch Data Prep Studio allows you to create a special page header template which is designed to capture useful page header information. Page header templates also help with applying the correct pagination to a report, as well as ensuring that templates work correctly when blocks of data are interrupted by page header information.

Note: The following instructions assume that you are familiar with the template creation process. If you are not, refer to Creating a Template before proceeding.

  1. Open the report for which you wish to create a page header template in the Report Design window.

  2. Inspect the first few pages of the report to identify the page header. Page header fields may be arranged on a single line, or in a multiple line block, as in the above illustration.

  3. Select a line to use as sample text, click the Add New Template icon and then select Page Header as the template role.

  4. Create a trap to capture all instances of the page header.

    Most reports have a form feed character (character code 12) embedded at the end of each page. Page breaks are indicated on screen by a horizontal dashed line. If your report has form feed characters, Monarch Data Prep Studio can use the occurrence of the page break to identify the beginning of each page header. In this case, you do not need to create a trap.

    Use the vertical scroll bar to inspect the page breaks in your report. If the page breaks always occur immediately before the page headers, you do not need to set a page header trap.

  5. Use the vertical scroll bar to scroll through the report. View enough of the report to satisfy yourself that the trap captured all instances of the page header. If the trap missed a page header, inspect the page header to determine what modifications you need to make to the trap. After making the modifications, repeat this step.

    After you are satisfied that the trap is working to capture all of the page headers, but no other report levels, you are ready to highlight the page header fields you want to extract.

  6. Highlight each page header field you wish to extract from the report.

  7. Modify the properties of each of your fields if you wish.





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