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When you select a letter or statement report and click Next, the Reports wizard guides you through the Overview and Select Printer windows. If applicable, an Options window unique to the report displays, then the Letter Layout window follows. Use the available options to change the letterhead, letter date, inside address, closing, and margin styles. You can also use the editor to modify the text of the letter or statement.

Letterhead Style

The Letterhead Style section lets you set the layout and fonts for letterhead. To select a style, click the drop-down list. You can insert new styles and you can change or delete existing ones. If you change an existing style, the changed style applies to all reports using it. Each descriptive letterhead style name must be unique.

 To insert or edit a letterhead style
  1. In the Letter Layout window, under Letterhead Style, click Edit Style. The Edit Letterhead Style dialog box displays.
  2. To insert a new style, click Insert Style. To edit an existing style, select a style name. 
  3. If you insert a new style, enter a unique name in the Style Name field.
  4. To edit the text of the letterhead, click Edit Text. The text editor displays.
  5. Enter the text, and format it as necessary. To insert a field, click Insert Field, select a field name, and click OK. You can also double-click a field name to insert it into the text.
  6. To insert a graphic, click Insert > Graphic Image. Select the file, and click Open.
  7. To close the editor, click OK.
  8. Select Print the Letterhead Inside the Margins or Print the Letterhead Outside of the Margins. To determine where to start printing, in the Minimum Top Margin field, enter a number in inches.
  9. Click Save/OK. If you edit an existing style, all reports currently using this style will change. To save the style as a new style name so existing reports are not affected, enter the new style name, and click Save As.

Letter Date Style

The Letter Date Style section lets you set up the format and position for printing a date in the letter. Examples of date formats include:

  • June 3, 2013
  • 06/03/13
  • 3 June 2013
 To insert or edit a letter date style
  1. In the Letter Layout window, under Letter Date Style, click Edit Style. The Edit Letter Date Style dialog box displays.
  2. To insert a new style, click Insert Style. To edit an existing style, select a letter style name.
  3. If you insert a new style, enter a unique name in the Style Name field.
  4. In the Format drop-down list, select a date format.
  5. To select a font, click Set Font. Select the options you want, and click OK.
  6. To set a place for the date to print on a letter, click the Position drop-down list and select Left Side, Center, or Right Side.
  7. To save your settings, click Save/OK. If you edit an existing style, all reports currently using this style will change. To save the style as a new style name so existing reports are not affected, enter the new style name, and click Save As.

Inside Address Style

The Inside Address Style section lets you customize a letter's inside address or salutation. Examples of letter salutations include:

  • To Whom It May Concern:
  • Ladies and Gentlemen:
  • Attention [Name]:
  • Dear [Name]:
 To insert or edit an inside address style
  1. In the Letter Layout window, under Inside Address Style, click Edit Style. The Edit Inside Address Style dialog box displays.
  2. To insert a new style, click Insert Style. To edit an existing style, select a style name.
  3. If you insert a new style, enter a unique name in the Style Name field.
  4. To edit the text of the inside address, click Edit Text. The text editor displays.
  5. Enter the text, and format it as necessary. To insert a field, click Insert Field, select a field name, and click OK. You can also double-click a field name to insert it into the text.
  6. To close the editor, click OK.
  7. To save your settings, click Save/OK. If you edit an existing style, all reports currently using this style will change. To save the style as a new style name so existing reports are not affected, enter the new style name, and click Save As.

Body of the Letter

Click Modify the Body of the Letter to display the text editor. After you insert new text, you can edit and format the text as needed. To add a web link in the body of the letter, enter the webpage address manually instead of copying and pasting the link. To save your changes, click OK.

Closing Style

The Closing Style section lets you customize the letter's closing. Examples of letter closings include:

  • Cordially,
  • Sincerely,
  • Warmest regards,
  • Yours very truly,
 To insert or edit a closing style
  1. In the Letter Layout window, under Closing Style, click Edit Style. The Edit Closing Style dialog box displays.
  2. To insert a new style, click Insert Style. To edit an existing style, select a style name.
  3. If you insert a new style, enter a unique name in the Style Name field.
  4. To edit the text of the closing style, click Edit Text. The text editor displays.
  5. Enter a closing, and format it as necessary. To insert a field, click Insert Field, select a field name, and click OK. You can also double-click a field name to insert it into the list.
  6. To insert a signature bitmap, click Insert > Graphic Image. Select the file, and click Open.
  7. To close the editor, click OK.

Margin Style

The Margin Style section lets you set the margins for the report. You can insert new margin styles, and you can change or delete existing ones. If an existing style changes, the changed style applies to all reports using it. Each margin style name must be unique.

 To insert or edit a margin style
  1. In the Listing Layout window, under Margin Style, click Edit Style. The Edit Margin Style dialog box displays.
  2. To insert a new style, click Insert Style. To edit an existing style, select a style name.
  3. If you insert a new style, enter a unique name in the Style Name field.
  4. Enter or edit the top, bottom, left, and right margins.

    Useful Information

    Enter a margin setting of 0.000 to print at the smallest margin for the printer selected.

  5. Click Save/OK. If you edit an existing style, all reports currently using this style will change. To save the style as a new style name so existing reports aren't affected, enter the new style name, and click Save As.



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