> ## Documentation Index > Fetch the complete documentation index at: https://docs.msportal.ai/llms.txt > Use this file to discover all available pages before exploring further. # Planner report with a cover page > Create a report with a branded cover page and the planner board and table as the /planner PDF export prints them, in one click The **Planner Report** is a ready-made MSPortal template. It opens in the report builder with three parts already laid out on landscape pages: 1. A **cover page** with the client's name, the report title, your company name, the date and your logo. 2. The **planner board**: quarter columns of item cards, six columns to a row, with unscheduled items first and completed items last. 3. The **planner table**: one list of items, or a section per client, with category, description, assignee, due date, costs and priority / status. The board and table use the same layout, type size and item order as the **Export** PDF on [/planner](https://docs.msportal.ai/user-guides/planner/read-timeline.md). Unlike that export, the report can carry a cover page, be saved as a template, shared and scheduled. ## Before you start * You need **Read** access to the **Planner** for the board and table to show items, and **Write** access to **Reporting** to create a report. * Adding the template to your own template list needs **Manage** access to **Reporting**. * The cover uses your default [brand package](https://docs.msportal.ai/user-guides/reporting/brand-packages.md) when you have one. Without one it uses a soft gray background and your reporting logo from [Tenant settings](https://docs.msportal.ai/user-guides/settings/tenant.md). * Select one company in the company selector. The report prints that client's plan. ## Create a planner report **1. Open MSPortal templates** In **Reporting**, open the **Templates** tab and choose **MSPortal templates**. **2. Create the report** On **Planner Report**, choose **Create report**. The builder opens with the cover, board and table. The board and table add as many pages as the client's plan fills. **3. Save and export** Choose **Save**, then open the report and choose **Print/Export PDF**. You can also start from **New Report > Full Report**: open **Load from template** and pick **Planner Report** under **MSPortal templates**. It opens in the report builder. ## Keep it as your own template To change the template once and reuse it, or to schedule it: **1. Add the template** In **Templates > MSPortal templates**, choose **Add to my templates** on **Planner Report**. It appears in your template list. **2. Edit it** Open the template's actions menu and choose **Edit Template**. Change the cover or the planner blocks, then save. **3. Use or schedule it** Choose **Generate Report** to create a report from it, or **Schedule** to send it on a schedule. A scheduled report for several clients gives each client only the pages its plan fills. ## Customize the cover page Click the cover in the builder and open its settings. Every look option can override the brand package for this cover only. | Section | Option | What it does | | - | - | - | | **Content** | **Title** | The large title. Leave it empty to use the report's title. | | | **Subtitle** | A second line under the title, such as "IT Planner". | | | **Note** | A short line such as a tagline or meeting name. | | **Details** | **Show on the cover** | Pick any of **Client name**, **Prepared for**, **Your company name**, **Report creator**, **Date**, **Report period**, **Your logo**, **Client logo** and **Confidential notice**. | | | **Date** | **The day it is viewed or exported**, **A date I choose** (then pick the **Cover date**), or **The report's end date**. | | | **Date format** | For example, Thursday, July 9, 2026, July 9, 2026, or July 2026. | | **Look** | **Brand package** | **Default** follows your default package, so the cover changes when you change the default. Pick a package to keep this cover on it, or **No brand package**. | | | **Layout** | **Follow the brand package** uses the package's title page style, as a Full Report title page does. **Card over background** (a white card centered on the background), **Full background**, **Color band**, **Side panel** or **White page**. | | | **Alignment** | **Centered** or **Left**. | | | **Background** | **Brand package colors**, **Soft gray texture**, **Solid color**, **Gradient**, **Image** or **White**. Colors take a hex value or the color picker. | | | **Image** | Upload a JPG, PNG or WebP up to 10 MB. **Shade over the image** keeps the text readable: **Light** for dark text, **Dark** for white text. | | | **Pattern** | **Follow the brand package**, **Circles**, **Dots**, **Grid**, **Diagonal lines**, **Arcs** or **None**. | | | **Accent** | The brand package's accent, or a **Custom color** for the rule under the title and the band edge. | Your logo comes from the brand package when it has one, otherwise from your reporting logo. The client logo comes from the company's logo in MSPortal. ## Add a cover page to any report The **Cover Page** block works in every builder report. In the builder, open the block list, find **Cover Page** under **Branding**, and drag it onto an empty page. It fills the whole page. Set the page to landscape or portrait from the page's orientation control. ## Match the planner PDF in your own report The **Planner Board** and **Account Plan** blocks are the board and table from the planner PDF. You can add them to any report. These settings make them print as the export does: | Block | Setting | For the PDF's look | | - | - | - | | Both | **Text size** | **Planner PDF size**, on a landscape page. **Compact** fits more into a smaller block. | | Both | **Descriptions** | **Full**, or **Short (one paragraph)** like the export's short descriptions. | | Both | **Include unscheduled items** | On, so items without a due date print first. | | **Planner Board** | **Completed items in their own column** | On, for a final **Completed** column. | | **Account Plan** | **Sections** | **List, by company (as the planner PDF)**. **One per period** titles a section per quarter, month or year instead. | | **Account Plan** | **Completed items in their own sections** | On, for **Completed** sections at the end. | A long board or table continues across pages on its own: each page holds as many whole cards or rows as fit, and a long column carries on at the top of the next page under the same column titles. At **Planner PDF size**, a description too long for one page, such as a pasted list of findings, ends with "…" on the board after about 420 characters and in the table after about 1,400. **Compact** blocks print every description in full. The PDF export prints the rest on the next page instead. Choose **Short (one paragraph)** under **Descriptions** to keep every card brief. ## Troubleshooting | Problem | What to do | | - | - | | **MSPortal templates** is missing | You need **Write** access to **Reporting**. The Planner Report also needs **Read** access to the **Planner**. | | **Add to my templates** is missing | Adding templates needs **Manage** access to **Reporting**. **Create report** still works. | | The board and table are empty | Select a company with planner items. Items with a status of **Cancelled** are left out, as in the export. | | The cover shows "Client name" | No company is selected in the builder. Pick one in the company selector. A report for a client prints its name. | | The cover has no logo | Upload a reporting logo in [Tenant settings](https://docs.msportal.ai/user-guides/settings/tenant.md) or set a logo on the brand package. | | A description ends with "…" | It is longer than a page holds. Shorten it on the planner item, or choose **Descriptions: Short (one paragraph)**. | | The cover does not use my brand colors | Check the default in **Settings > Reports > Brand packages**, or choose a package under **Brand package** on the cover. | ## Related guides > [card] [Brand packages](https://docs.msportal.ai/user-guides/reporting/brand-packages.md) > > Set the colors, fonts and logo the cover uses. > [card] [Read the planner timeline](https://docs.msportal.ai/user-guides/planner/read-timeline.md) > > Export the planner board as a PDF. > [card] [Reporting](https://docs.msportal.ai/user-guides/reporting/index.md) > > Build, export, share and schedule reports. > [card] [Find planner items](https://docs.msportal.ai/user-guides/planner/find-planner-items.md) > > Export the planner list as a PDF. This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.