Templates – Reproduce Word Report Template in LaTeX

header-footerreporttemplates

I am trying to reproduce a word report template in LaTeX to speed up my report writing. I have some basic LaTeX skill, but I am having trouble producing the blue page border as shown in the picture. I also don't know how to create the header information with the page border and the Title inside the blue box. I assume that the package TikZ can be used to draw the page border, and fancyheader for the header information but how to use the packages together is causing me confusion.

I have attached an image of the basic word document I am trying to reproduce. Note all information shown is to be repeated on every page.

Any help and direction is appreciated.

word template http://static.dyp.im/WPtl9sR7Yk/e040cc378436b6fe4a32f9960fd0112e.PNG

Best Answer

This was accomplished using a combination of the everypage package and TikZ.

output top

output bottom

output spread

To build, run

pdflatex -recorder <file>
pdflatex <file>

The first run with -recorder is to generate the files needed for the currfile package (to automate the bottom left). The second run is to sort out TikZ issues and to resolve labels used for the bottom right. (Some odd behavior can be seen after the first run.)

And here is how you can use it:

\documentclass{wordreport}
\usepackage{mwe}

\address{123 Main St.}
        {City, State}
        {ZIP}
\phone{(777) 777-7777}
\fax{(777) 777-7777}
\webaddress{tex.stackexchange.com}

\title{TEST REPORT}
\preparedfor{--prepared--}
\poreference{--PO--}
\projectnumber{--project-number--}
\testreportnumber{--test-report-number--}
\logoimage{example-image-a}

\begin{document}
\lipsum[1-20]
\end{document}

The Class File

Since this is a Word template, it is appropriate to create a document class for it:

\NeedsTeXFormat{LaTeX2e}
\ProvidesClass{wordreport}[2014/01/01 A domain-specific, Word-like report template]

\DeclareOption*{\PassOptionsToClass{\CurrentOption}{report}}
\ProcessOptions*
\LoadClass{report}

\RequirePackage{tikz}
\usetikzlibrary{calc}
\RequirePackage[abspath]{currfile}
\RequirePackage{lastpage}
\RequirePackage{everypage}
\RequirePackage{marvosym}

\def\address#1#2#3{%
  \gdef\@addressA{#1}%
  \gdef\@addressB{#2}%
  \gdef\@addressC{#3}}
\def\phone#1{%
  \gdef\@phone{#1}}
\def\fax#1{%
  \gdef\@fax{#1}}
\def\webaddress#1{%
  \gdef\@webaddress{#1}}

\def\preparedfor#1{%
  \gdef\@prepared@for{#1}}
\def\poreference#1{%
  \gdef\@po@reference{#1}}
\def\projectnumber#1{%
  \gdef\@project@number{#1}}
\def\testreportnumber#1{%
  \gdef\@test@report@number{#1}}
\def\logoimage#1{%
  \gdef\@logoimage{#1}}

\def\phonesymbol#1{%
  \gdef\@symbol@phone{#1}}
\def\faxsymbol#1{%
  \gdef\@symbol@fax{#1}}
\def\webaddresssymbol#1{%
  \gdef\@symbol@webaddress{#1}}

\def\@symbol@phone{\Telefon}
\def\@symbol@fax{\Faxmachine}
\def\@symbol@webaddress{\Lightning}

\tikzset{
  report blue/.style={
    color=blue!50!white,
  },
  report gray/.style={
    color=gray,
  },
  report frame/.style={
    thick,
    report blue,
  },
}

\AddEverypageHook{%
  \begin{tikzpicture}[remember picture, overlay]
      \coordinate (top left)     at ($ (current page.north west) + (1cm,  -1cm) $);
      \coordinate (top right)    at ($ (current page.north east) + (-1cm, -1cm) $);
      \coordinate (bottom left)  at ($ (current page.south west) + (1cm,  1cm) $);
      \coordinate (bottom right) at ($ (current page.south east) + (-1cm, 1cm) $);
%      
      \coordinate (frame top left)     at ($ (top left)  - (0, 2.5cm) $);
      \coordinate (frame top right)    at ($ (top right) - (0, 2.5cm) $);
      \coordinate (frame bottom left)  at ($ (bottom left)  + (0, .5cm)$);
      \coordinate (frame bottom right) at ($ (bottom right) + (0, .5cm)$);
%
      \coordinate (frame title mid left)  at ($ (frame top left)  + (1cm,  0) $);
      \coordinate (frame title mid right) at ($ (frame top right) + (-1cm, 0) $);
      \coordinate (frame title top left)  at ($ (frame title mid left) + (0, 3mm) $);
      \coordinate (frame title top right) at ($ (frame title mid right) + (0, 3mm) $);
      \coordinate (frame title bottom left)  at ($ (frame title mid left) - (0, 10mm) $);
      \coordinate (frame title bottom right) at ($ (frame title mid right) - (0, 10mm) $);
%
      \node [opacity=0.5] at (top left)  [below right]
      {%
        \includegraphics[width=2cm]{\@logoimage}%
      };
      \node [report blue] at ($ (top left) + (0cm, -1.9cm) $) [right]
      {%
        \sffamily TEST REPORT%
      };
      \node [report blue] at ($ (top right) + (3mm, -2mm) $) [below left]
      {%
        \sffamily
        \footnotesize
        \begin{tabular}{lcl}
          Address Information. &                               \\[.5ex]
          \@addressA           & \@symbol@phone      & \@phone \\  %marvosym
          \@addressB           & \@symbol@fax        & \@fax   \\ %marvosym
          \@addressC           & \@symbol@webaddress & \@webaddress
        \end{tabular}
      };
      \node [opacity=0.5, report blue] at ($ (frame bottom left) - (3mm, 0) $) [below right]
      {%
        \begin{tabular}{l}
          \sffamily
          \footnotesize
          COMPANY CONFIDENTIAL \\[-1ex]
          \scriptsize\ttfamily
          \currfileabspath
        \end{tabular}
      };
      \node [opacity=0.5, report blue] at ($ (frame bottom right) + (2mm - 2pt, 0) $) [below left]
      {%
        \sffamily
        \footnotesize
        Page \thepage\ of \pageref{LastPage}
      };
      \node [report gray] at ($ (frame top right)!.5!(frame top left) $) [below]
      {%
        \sffamily
        \@title
      };
      \node [report gray] at ($ (frame title bottom left) - (3mm, 0) $) [below right]
      {%
        \sffamily
        \footnotesize
        \begin{tabular}{rl}
          Prepared for: & \@prepared@for \\
          PO Reference: & \@po@reference
        \end{tabular}
      };
      \node [report gray] at ($ (frame title bottom right) + (3mm, 0) $) [below left]
      {%
        \sffamily
        \footnotesize
        \begin{tabular}{rr}
          Project Number: & \@project@number \\
          Test Report Number: & \@test@report@number
        \end{tabular}
      };
%
      \draw[report frame]
        (frame bottom left) --
        (frame bottom right);
      \draw[report frame]
        ($ (frame bottom left) + (0cm, 1mm) $) --
        (frame top left) --
        (frame title mid left);
      \draw[report frame]
        ($ (frame bottom right) + (0cm, 1mm) $) --
        (frame top right) --
        (frame title mid right);
      \draw[report frame]
        (frame title top left) rectangle (frame title bottom right);
    \end{tikzpicture}
  }

\pagestyle{empty}

\RequirePackage[top=5.5cm,
               left=2cm,
              right=2cm,
             bottom=2cm]{geometry}

As successive edits to this question will CW it, see the gist for any future revisions.

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