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Customise Layout - Preferences tab

Navigator > Reports > [Module] > Add Layout > [Select Report] > Options button > Customise > Preferences tab

Global report default preferences are set in Navigator > Setup > Company > Reporting > Report Preferences.

Preferences can be changed on a one off basis from Report Selections Form > Options button > Preferences.

Only options available for the layout are enabled. For Fixed Layout reports, some options are not available.

Report Options

Start new page on main group break

Only applies to reports grouped at the Master Band level.

Selected, for reports where the Master band has a Group of 1, a new page will be started for each group level 1. When the report Destination is Excel worksheet, a new worksheet will be started for each group level 1.

Include records with empty detail

Selected, records are shown when there are no details for the record, and when no fields are visible and no filter is applied.

Unselected, records with no details are not shown; records with no visible fields and no filter applied are not shown.

Totals only

Selected, collapses the report to group level 1 or to totals only if no grouping. Only fields that are grouped or totalled appear on the report.

Label group totals

Selected, for grouped reports display grouping fields in italics next to group totals to the limit of the space available.

Freeze Excel Headers

Selected, when the report Destination is Excel Workbook or Disk File and Format is Excel XLSX File by default column headings will be frozen. See Report tab to set Freeze Excel column.

Double Spacing

Selected, the detail level of the report will be double spaced.

Shade Alternate Rows

Selected, alternate rows at the detail level of the report will be shaded, based on the Report Row Shade set in Preferences - Display tab.

Suppress Grand Totals

Selected, no grand totals for the top level of grouping are printed.

Enable Clickable Fields

Selected, fields in report layout printed to screen can respond to double-click (or single-click) to open source record.

Include Created Modified in Footer

Selected, shows the User code and date the layout was created, and last modified in Customise Layout.

Hide Filters,
Hide Selections,
Hide Sorting

Selected, hide options from being printed at the start of the report.

Reporting Fonts

Select the font for each section. Click the relevant font button to open Windows fonts.

DesignAlignLeft DesignAlignCenter DesignAlignRight
Align Title AlignSelections

Select the alignment for the Report Title and Selections.

RestoreDefaults

Restore Default Fonts

Restore fonts settings to their defaults.

Page Layout

Automatic - print in portrait orientation if the report will fit, otherwise print in landscape. If a report doesn't fit landscape, fonts will be scaled down.

Portrait or Landscape - print in the selected orientation. If a report is too wide to fit based on selected fonts and orientation, fonts will be scaled down.

Report Margins

Unless margins are set, reports will print close to the edge of the paper. This can make them hard to file in a ring binder. If data near the margins is missing, the wrong printer driver may be installed. You can temporarily increase the margins to fix this.

See Also

Customise Layout - Report tab

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