Add customizable letterhead headers and font formatting to all Excel and CSV exports in Frappe/ERPNext.

• ✅ Custom Letterhead: Add 2-3 rows of letterhead to every export
• ✅ Template Support: Use Jinja2 templates with dynamic variables
• ✅ Font Control: Control font name and size for entire export
• ✅ Auto Timestamp: Automatically add "Printed by" row with user, date, and time
• ✅ Smart Spacing: Automatically inserts a blank separator row before export data
• ✅ Works Everywhere: Applies to all Excel/CSV exports (reports, list views, data exports)

cd $PATH_TO_YOUR_BENCH
bench get-app https://github.com/lijsamuael/export_letterhead/

bench --site {your_site_name} install-app export_letterhead

bench restart

1. Log in to your Frappe/ERPNext instance
2. Go to Search (press / or click search icon)
3. Type: Export Letterhead Settings
4. Click on Export Letterhead Settings

1. Check the box "Enable Export Letterhead"
2. This activates the letterhead functionality

In the "Letterhead Template" field, enter your template using Jinja2 syntax.

Template Rules:

• Each line = one row in the export
• Use | (pipe) or Tab to separate columns
• Empty lines are ignored
• The app automatically inserts a blank separator row after the letterhead

Available Variables:

• {{ company }} - Company name
• {{ doctype }} - Document type identifier or filename
• {{ report_name }} - Report title (e.g., General Ledger) when available
• {{ user_fullname }} - Current user's full name
• {{ date }} - Current date (datetime.date)
• {{ time }} - Current time (datetime.time)
• {{ now }} - Current datetime (datetime.datetime)
• {{ frappe }} - Frappe object for advanced scripting
• Date/time objects support strftime, e.g., {{ date.strftime('%B %d, %Y') }} or {{ time.strftime('%I:%M %p') }}

Template Examples:

Example 1: Simple Header

{{ company }}
Export Report

Example 2: Multi-Column with Pipe

{{ company }} | {{ report_name or doctype }} | {{ date.strftime('%B %d, %Y') }}

Example 3: Multi-Column with Tab

{{ company }}	{{ user_fullname }}	{{ time.strftime('%I:%M %p') }}

Example 4: With Conditional Logic

{% if report_name %}
Report: {{ report_name }}
{% else %}
Export: {{ doctype }}
{% endif %}

Example 5: Complex Template

{{ company }}
{{ report_name or doctype }} Export
Generated on: {{ date.strftime('%B %d, %Y') }} at {{ time.strftime('%I:%M %p') }}
Exported by: {{ user_fullname }}

Font Name:

• Select from dropdown: Arial, Helvetica, Times New Roman, Courier New, Verdana, Calibri, Georgia, Comic Sans MS, Impact, Lucida Console
• Default: Arial

Font Size:

• Enter a number (1-409)
• Default: 11
• This applies to ALL rows in the export (letterhead + data)

• "Add 'Printed by' Row": Check/uncheck to enable/disable
• When enabled, automatically adds a row showing:
  • Printed by: [User Name]
  • Date: [Current Date]
  • Time: [Current Time]

Click Save to apply your configuration.

Once configured, the letterhead will automatically appear on all Excel and CSV exports:

1. Query Reports: Export any query report → Letterhead added
2. List Views: Export any list view → Letterhead added
3. Data Exports: Export any doctype data → Letterhead added
4. Custom Reports: Any custom report export → Letterhead added

No additional steps required! Just export as you normally would.

Let's create a letterhead for Sales Invoice exports:

• Search: Export Letterhead Settings
• Open the document

• ✅ Check "Enable Export Letterhead"

Enter this in "Letterhead Template":

{{ company }}
Sales Invoice Export
Generated: {{ date }} at {{ time }}

• Font Name: Calibri
• Font Size: 12

• ✅ Check "Add 'Printed by' Row"

• Click Save

1. Go to any Sales Invoice report
2. Click Export → Excel
3. Open the file
4. You should see:
   • Your company name
   • "Sales Invoice Export"
   • Generated date/time
   • "Printed by: [Your Name]" with date and time
   • All rows using Calibri 12pt font

{% if report_name %}
Report: {{ report_name }}
{% else %}
Export: {{ doctype }}
{% endif %}

{{ company }}
Company Address: {{ frappe.db.get_value("Company", company, "address_line1") }}

{% if report_name == "Sales Invoice" %}
Sales Invoice Report
{% elif report_name == "Purchase Invoice" %}
Purchase Invoice Report
{% else %}
{{ report_name or doctype }} Export
{% endif %}

Use pipe (|) for aligned columns:

{{ company }} | Phone: {{ frappe.db.get_value("Company", company, "phone_no") }} | Email: {{ frappe.db.get_value("Company", company, "email") }}

1. Check if enabled: Verify "Enable Export Letterhead" is checked
2. Check template: Ensure template field is not empty
3. Clear cache: bench clear-cache
4. Restart: bench restart

1. Check font name: Ensure font name is valid (use dropdown options)
2. Check font size: Must be between 1-409
3. Excel only: Font formatting only applies to Excel files, not CSV

1. Check syntax: Ensure Jinja2 syntax is correct
2. Check variables: Variables must be wrapped in {{ }} or {% %}
3. Test simple: Try a simple template first: {{ company }}

1. Check setting: Verify "Add 'Printed by' Row" is enabled
2. Check template: Template must be enabled and not empty

Report: {{ report_name if report_name else doctype }}
{% if report_name %}
Report Type: Query Report
{% else %}
Report Type: List View
{% endif %}

Date: {{ date.strftime('%B %d, %Y') if date else '' }}
Time: {{ time.strftime('%I:%M %p') if time else '' }}

User: {{ user_fullname }}
Email: {{ frappe.db.get_value("User", frappe.session.user, "email") }}

This app uses pre-commit for code formatting and linting. Please install pre-commit and enable it for this repository:

cd apps/export_letterhead
pre-commit install

Pre-commit is configured to use the following tools:

• ruff
• eslint
• prettier
• pyupgrade

MIT

For issues, questions, or contributions, please visit the GitHub repository.

Made with ❤️ for the Frappe/ERPNext community