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Report Designer

Set up your reports before you print

You can use the
Page Setup
 screen to set up your reports before you print them.
In the Report Designer, with a report open, select
File
 then
Page Setup
.

Formatting options

Paper:
Select the paper size, margin settings, orientation (portrait or landscape), centering position on page, and paper source.
Adjust the following margins for a report, letter, or financial statement.
  • Top margin.
     Distance from the top of the page to where the body of the report begins. To edit the top margin, be sure to clear the
    Adjust top margin to begin after header ends
     checkbox.
  • Adjust top margin to begin after header ends.
    Mark this checkbox to apply top margin settings to the main body of the report following the header section.
  • Bottom margin.
     Distance from the bottom of the page to where the body of the report ends.
  • Left margin.
     Distance from the left side of the page to where the body of the report begins.
  • Right margin.
     Distance from the right side of the page to where the body of the report ends.
  • Header.
     Distance from the top of the page to where the header of the report begins. (Note: If you do not leave enough space between the header and the top margin, the header will be truncated.)
  • Footer.
     Distance from the bottom of the page to where the footer of the report begins. (Note: If you do not leave enough space between the footer and the bottom margin, the footer will be truncated.)
Report:
Select the pages on the report and select where headers and footers need to print and choose the appropriate date options.
Additional options for different types of reports:
  • Firm reports
  • Accounting reports
  • Accounts Payable reports
  • Accounts Receivable reports
  • Payroll reports
  • Workpapers reports
  • Financial statements
  • Letters
Watermark:
Choose to print and customize a watermark to print on your report.
  • No watermark.
     Report prints without any watermark present.
  • Text watermark
    • Text.
       Select a predefined watermark or enter your own custom watermark.
    • Font.
       Select a font type.
    • Size.
       Select a font size.
    • Color.
       Select a font color.
    • Layout.
       Choose to display the watermark on a report in a Diagonal or Horizontal orientation.
    • Transparency.
       Use the slider or enter a number in the field next to the slider to set the level of transparency on the report. The greater the transparency number, the more visible it will be on the report.
Page border:
  • Border.
     Select 1 of the following to define the border.
    None
    ,
    Box
    ,
    Shadow
    , or
    Custom
    .
  • Settings.
     Select a border line style, border line color, width, and select which pages to apply the border (All, First page only, or All except first page). Preview the results of your changes in the pane on the right side of the dialog.
  • Margins.
     Set the top, bottom, left, and right margins for the report (in inches).

This article applies to:

  • Product: Workpapers CS
  • Subject: Reports