| Field | Description |
|---|
| Firm Name
|
By default, this field displays the firm name from the General tab of the General Company Settings form in Configuration, but you can enter a different firm name for the report.
The report only displays the firm name if you select
Print Firm Name on the General tab.
|
| Byline
|
By default, this field displays the byline from the General tab of the General Company Settings form in Configuration, but you can enter a different byline for the report.
The report only displays the byline if you select
Print Firm Byline on the General tab.
|
| Address Line 1-4
|
By default, this field displays the address from the General tab of the General Company Settings form in Configuration, but you can enter a different address for the report.
The report only displays the address if you select
Print Firm Address on the General tab.
|
| Unit of Measure
|
From the drop-down list, select the unit of measure (inches or millimeters) to use for the margin and page size settings on this tab.
When you switch from one unit of measure to the other, the measurements that are currently entered or displayed on this tab are automatically converted to the new unit of measure.
(1 inch = 25.4 millimeter)
|
| Font Name
|
Select the font for the report.
The default font is the font you selected in User Options, the font your Administrator set in Security Configuration, or Arial (the default font for
Ajera CRM).
|
| Top
|
Specify the top margin for the report.
Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab.
|
| Left
|
Specify the left margin for the report.
Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab.
|
| Bottom
|
Specify the bottom margin for the report.
Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab.
|
| Right
|
Specify the bottom margin for the report.
Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab.
|
| 2nd Page Top
|
Specify the top margin for the second page of the report.
Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab.
|
| Orientation
|
Select one of the following page orientations:
-
Automatic —
Ajera CRM selects the most appropriate orientation based on the columns you select for the report, the page size, and the margins. If the columns fit across the narrow dimension of the page,
Ajera CRM uses portrait orientation. If the columns do not fit across the narrow dimension,
Ajera CRM uses the landscape orientation.
-
Portrait — The page is oriented so that the longest dimension is vertical.
-
Landscape — The page is oriented so that the longest dimension is horizontal.
|
| Size
|
From the drop-down list, select the size for report pages.
The width and height of the page size that you select display in the
Dimensions:Width and
Height fields below the
Size field.
When you select the
Custom size, the
Width and
Height fields are enabled so that you can enter a width and height of your choice.
|
| Dimensions: Width and Height
|
The
Width and
Height fields display the width and height of the page size that you select in the
Size field.
The measurements display in inches or millimeters, based on which one you selected in the
Unit of Measure field on this tab.
|
| Override regional settings
|
If you want to use formatting for numbers or currency amounts for a report that is different than the default formatting in Regional and Language Options in Windows Control Panel, select the
Override regional settings check box and, if the format you want is associated with another culture, select that culture from the drop-down list. If you select a different culture,
Ajera CRM automatically displays the default formats associated with that culture in the
Number,
Currency, and
Date fields.
If you do not select
Override regional settings, the format settings are the settings specified for your computer in Regional and Language Options in Windows Control Panel.
|
| Number
|
This field displays the default format for non-currency numbers for the report. This format is the default format for each numeric field on the report. To change the default format, select the
Override regional settings check box and select the culture associated with the format that you want. (This also sets the formats in
Currency and
Date to the formats for that culture.)
|
| Currency
|
This field displays the default format for currency amounts for the report. This format is the default format for each currency field on the report. To change the default format, select the
Override regional settings check box and select the culture associated with the format you want. (This also sets the formats in
Number and
Date to the formats for that culture.)
|
| Date
|
This field displays the default date and time format for the report. This format is the default format for each date or date-and-time field on the report. To change the default format, select the
Override regional settings check box and select the culture associated with the format you want. (This also sets the formats in
Number and
Currency to the formats for that culture.)
|
| Report language
|
If you use the Multilingual feature, this field displays the language in which the report will be generated. If you do not use the Multilingual feature,
Ajera CRM does not display this field.
For the standard
Ajera CRM report, this field displays the language that you specified when you logged in. For favorite reports or reports for which you select a saved set of options, it displays the language that was active when you created the favorite or saved the set of options.
You cannot use this field to change the language. To generate a report in a different language, do one of the following:
- Select that language when you log in to
Ajera CRM and then generate the report. (This only applies to the standard report. For favorite reports,
Ajera CRM always uses the language specified when you created the favorite, whether or not it matches the language you selected when you logged in.)
- Select a set of saved options that you created for that language.
- Select a favorite version of the report that you created for that language.
|
