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When you select a listing report, the Reports wizard guides you through the Overview and Select Printer windows. The Listing Layout window follows. Use the options in this window to change the page and margin styles. You can also select which fields to print and you can modify the way they print.

Page Style

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

 To insert or edit a page style
  1. In the Listing Layout window, under Page Style, click Edit Style. The Edit Page 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, on the General Information tab, enter a unique style name in the Style Name field. Click the drop-down list to select the page number position, today’s date, and the note position.
  4. To change the fonts used in the report, on the Fonts tab, click Set Font for Title Font, Heading Font, Detail Font, and/or Date/Page Font.
  5. You can add horizontal and vertical lines, double-spacing, and shading to a style, if you want to. On the Lines and Shading tab, select to use:
    • Horizontal Lines – Prints a line after each family, member, or fund.
    • Vertical Lines – Prints a line on the left and right sides, separating each column.
    • Double Space – Inserts an extra line between each family, member, or fund.
    • Gray Heading – Shades the headings area.
    • Gray Alt. Bands – Alternates light gray and white rows.
  6. Click Save/OK. If you edit an existing style, all reports currently using this style 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.

Margin Style

The Margin Style section is where you set the margins for a report. You can insert new margin styles, and you can change or delete existing ones. If an existing style changes, the change 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 the style name.
  3. If you insert a new style, enter a unique name in the Style Name field.
  4. Enter or edit the margins.

    Useful Information

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

  5. Click Save/OK. If you edit an existing style, all reports currently using this style 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.

Fields to Print

The Modify the List of Fields to Print button is not available until a new listing report is added or copied. In PDS version 7 products, the List of Fields to Print dialog box opens by default when you add a new listing report.

 To select fields to print on a new or copied listing report
  1. In the Listing Layout window, click Modify the List of Fields to Print.
  2. Under Fields Available to Print, select a field name, and click the right arrow button to move it. To remove a field name, select its name, and click the left arrow button to return it to Fields available to print.

    Useful Information

    You can also double-click the field names to move them under Fields you want to print, or click the field name and drag it into Fields you want to print.

  3. To rearrange the field names under Fields You Want to Print, select a field name, and click the up and down arrow buttons to reorder the columns. Or, you can drag and drop the field names to rearrange them.
  4. To set the print location of each field name, select the field in Fields you want to print. Then, under Properties of the Field Selected Above, select a position from the drop-down list.
  5. To adjust the width of the column, edit the number in the Width field.
  6. In the Heading field, enter a title for the selected field name. To create two-line headings, enter the first line, and press Ctrl + Enter.
  7. To print a label in each field of the selected column, enter text in the Left Label field.
  8. By default, a blank line prints after each list item. To print the list without blank lines, select Try to Merge Lines Together.
  9. To save your settings, click Save/OK.

  

Additional Field Information

How Addr. Should be Handled
If the report includes family addresses, you can select which address to print on the report.

  • Use the Street, Mailing, or Alternate Address — If selected, the active alternate address prints first. If there's no active alternate address, the mailing address prints. If there's no mailing address, the family’s street address prints.
  • Use the Street or Mailing — If selected, the mailing address prints first. If there's no mailing address, the street address prints.
      

Date Used in Checking for Alt. Addr. and Other Date Calculations
When you select Use the Street, Mailing, or Alternate Address, enter the date you expect the correspondence to be mailed. The date entered in this field determines if a family’s alternate address is used instead of the mailing or street address.

For example, if a family lives at the coast during the months of June and July, the correspondence needs to go to the alternate address during those months. If the current date falls outside this time period, the correspondence goes to the family’s mailing or street address.
  

How Unlisted Phone Numbers Should be Handled
If the report includes phone numbers, you can select how it prints unlisted numbers.

  • Print the Unlisted Numbers — Prints unlisted numbers. You might select this when printing inter-office lists where unlisted phone numbers should display.
  • Print Unlisted Numbers as X's — Indicates that unlisted phone numbers are known, but prints as "(XXX) XXX-XXXX". Listed numbers print as entered.
      

How Unlisted Email Addresses Should be Handled
If the report includes email addresses, you can select how it prints unlisted emails.

  • Print the Unlisted Email — Prints unlisted email addresses. You might select this when printing inter-office lists where unlisted email addresses should display.
  • Print Unlisted Email as X's — Indicates that unlisted email addresses are known, but prints as "XXXXX@XXXXX.XXX". Listed email addresses print as entered.



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