How to: Customize report templates for PDF and DOCX

This article will guide you through how to customize the report templates for PDF and DOCX.

Besides HTML format, SPCAF can also create reports in the formats PDF and DOCX as a result of an analysis. Sometimes it is required that the layout of these reports meet the corporate design. To achieve this the report template for PDF and DOCX reports can be customized (starting with version v6.5).

SPCAF uses a Word document template (.dotx) for PDF and DOCX reports. During the report creation, this template file is loaded and the report content is inserted into that document template. The final document is then saved directly as DOCX or converted to PDF.

The default template "ReportTemplate.dotx" can be downloaded here: ReportTemplate.dotx

The report content does not contain any styles. The layout of the final report is defined by the Word styles in the template file. Changing these styles in the template file impacts the layout of the final report.

You can customize:

  • The first page of the report (entry page with title, logo, etc.)
  • Header and Footer of the report
  • Styles of headlines, content, and lists
  • Styles of tables

During the report creation, the SPCAF engine searches in several folders for an existing file with the name "ReportTemplate.dotx".

You can place the file "ReportTemplate.dotx."

  1. In the folder "SPCAF" inside the LocalAppData folder of the user (typically C:\Users\[username]\AppData\Local\SPCAF). The report template is then loaded only for that user.
  2. In the installation folder of SPCAF. The report template is then loaded for all users (except when there is a template in the user's AppData folder, see 1.)