Page Setup icon
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Page Setup icon |
Click the Page Setup icon on the toolbar to display the Page Setup screen.
This icon is available only in a report application. You must Query an existing parameter or add a new parameter before this icon is enabled.
Use this screen to define the page layout and other report properties.
Use this screen to change the page setup parameters regarding layout, paper size and margins, font, display of company logo, and page footer message display.
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The system automatically generates the correct page size and margins for each report, based on the specific report characteristics. Although you can change the page size and margins, you should typically let these default from your company or user settings. Defaults are established in the Default Web Printing Settings group box of the System Settings screen (Administration » Configure » System) and in the Printing Defaults tab of the Users screen (Administration » Maintain » Users). |
The fields in this group box display the parameter ID and description the page settings have been saved to. It is possible to run reports without saving the parameter information, but if you want to rerun the report using the same parameters, or submit the report as a batch job, it is best to save the parameters. Saving the parameters saves the print variables found on the report's main screen, as well as any specified values on the Page Setup and Print Options screens.
If a parameter ID was previously entered (either saved earlier, or entered in the current session but not yet saved), it displays in this non-editable field.
If a parameter ID was not previously entered, this non-editable field remains empty.
If a parameter ID was previously entered (either saved earlier, or entered in the current session but not yet saved), the parameter description displays in this non-editable field.
If a parameter ID was not previously entered, this non-editable field remains empty.
The choices displayed in this drop-down list depend on the reports available for a given screen. If the screen is a standard report application, refer to the report's help topic for details.
For non-report applications, select one of the following options as the default report for previewing and printing records (including unsaved, new rows and unsaved changes to existing rows) in data entry screens, inquiry screens, and Lookup results:
Current Record Information - Vertical Layout – Prints only the currently selected result set row's data, with all the field names and values listed vertically.
Current Record Information - Horizontal Layout – Prints only the currently selected result set row's data, with all the field names and values listed horizontally.
Queried Records Information - Horizontal Layout – Prints all queried records for the result set (even those that are not visible on the screen), with all the field names and values listed horizontally across the page.
The system automatically displays the correct layout for each report, based on the specific report characteristics, and activates the appropriate layout option.
As needed, use the option buttons in this group box to select a different layout option. You can choose a Portrait, Landscape, or Mixed layout option.
Your layout selection causes system defaults to display in the Height and Width fields in the Paper group box as well as in the Top, Bottom, Left, and Right fields in the Margins group box, based on your selection of Size (letter, legal, A4, etc.) in the Paper group box.
If you change the layout option, the system automatically displays height and width values for the paper size selected in the Size field in the Paper group box.
Regardless of the paper size displayed in the Size field in the Paper group box, if you change the layout option to Mixed, the system automatically displays blanks in the Height and Width fields in the Paper group box as well as in the Top, Bottom, Left, and Right fields in the Margins group box.
A Mixed layout refers to an application that contains multiple report layouts, such as a posting report in which different sections have different layouts. The characteristics for the multiple layouts are automatically built into the report specifications wherever they apply, so there is generally no need to change the layout to Mixed.
The system automatically displays the correct paper size for each report, based on the specific report characteristics and whether you typically use letter or A4 paper, and displays the appropriate height and width in the fields in this group box. The units (inches or millimeters) display next to the group box title in parenthesis, based on your default selection for the Unit of Measure field in the Default Web Printer Settings block of the System Settings screen (Administration » Configure » System).
The paper size, paper height, and paper width change together. When you choose a different paper size, the system changes the height and width to match. The layout (portrait or landscape) determines which dimension becomes the height and which dimension becomes the width.
If you select the Mixed option in the Layout group box, the system clears all the fields in this group box.
The system automatically displays the correct paper size for each report, based on the specific report characteristics and whether you typically use letter or A4 paper. The system also displays the appropriate dimensions for the selected paper size in the Height and Width fields.
Most reports default to either Letter or A4. Change the selection as needed to one of the following options:
Custom
Letter
Legal
A4
Executive
Envelope #10
Envelope Monarch
B5
Envelope DL
Envelope CS
Envelope B5
If you select Custom, you must manually enter the paper height and width dimensions.
For standard paper sizes, the default paper height automatically displays in this field (based on the selection of inches or mm as the system default unit in System Settings).
If you change the layout option, the height value automatically changes as appropriate.
If you change the default in this field for a standard paper size to a different value, you should go back to the Size field and select Custom from the Size combo box.
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If you change the layout between Portrait and Landscape, the system automatically changes the height and width to match.
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For standard paper sizes, the default paper width automatically displays in this field (based on the selection of inches or mm as the system default unit in System Settings).
If you change the layout option, the width value automatically changes as appropriate.
If you change the default in this field for a standard paper size to a different value, you should go back to the Size field and select Custom from the Size combo box.
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If you change the layout between Portrait and Landscape, the system automatically changes the height and width to match.
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The system automatically displays the correct margin sizes for each report, based on the specific report characteristics. The margin size defaults are dependent on paper size as well as on the paper layout (portrait or landscape). The units (inches or millimeters) display next to the group box title in parenthesis, based on your default selection for the Unit of Measure field in the Default Web Printer Settings block of the System Settings screen (Administration » Configure » System).
As needed, use the fields in this group box to choose different top, bottom, left, and right margin specifications.
If you select the Mixed option in the Layout group box, the system clears all the fields in this group box.
For standard paper sizes (letter, legal, A4, etc.), the system automatically displays the top paper margin in this field (based on the selection of inches or mm as the system default unit in System Settings).
If you change the default in this field for a standard paper size to a different value, you should go back to the Size field and select Custom from the Size drop-down list.
For standard paper sizes (letter, legal, A4, etc.), the system automatically displays the bottom paper margin in this field (based on the selection of inches or mm as the system default unit in System Settings).
If you change the default in this field for a standard paper size to a different value, you should go back to the Size field and select Custom from the Size combo box.
For standard paper sizes (letter, legal, A4, etc.), the system automatically displays the left paper margin in this field (based on the selection of inches or mm as the system default unit in System Settings).
If you change the default in this field for a standard paper size to a different value, you should go back to the Size field and select Custom from the Size combo box.
Regardless of the paper size displayed in the Size field in the Paper group box, if you change the layout option from a different option to Mixed, the system automatically displays blanks in the Left and Right fields in the Margins group box.
For standard paper sizes (letter, legal, A4, etc.), the system automatically displays the right paper margin in this field (based on the selection of inches or mm as the system default unit in System Settings).
If you change the default in this field for a standard paper size to a different value, you should go back to the Size field and select Custom from the Size drop-down list.
Regardless of the paper size displayed in the Size field in the Paper group box, if you change the layout option from a different option to Mixed, the system automatically displays blanks in the Left and Right fields in the Margins group box.
From the drop-down list, select a font for reports. Fonts must be set up in the Report Fonts screen and the Actuate Server before they are available for use on reports.
Make sure your Actuate server has the desired fonts installed along with its variants (bold, italic, and bold-italic). This step is mandatory before you can print reports on the Actuate server.
This field may already display the default font established for this company in the Default Font field in the Default Web Printer Settings block of the System Settings screen (Administration » Configure » System). If a default font has been specified, it displays as the first selection in the drop-down list.
If desired, select a different report font from the selections available in the drop-down list. You can add more fonts to the Actuate report server outside of Costpoint web by following the Actuate Server Administration installation instructions. Once the additional fonts are installed to the Actuate server, you must add them to the Report Fonts screen (Administration » Maintain » Reports) to make them available for use in reporting functions. For more information, please review the documentation for the Report Fonts screen (Administration » Maintain » Reports).
Use the fields in this group box to indicate your default preferences regarding whether your company name, a standard page footer message, and/or a company logo should display in reports.
Select this check box to display your company name at the top of the report. This check box is not selected by default.
If this check box is selected, the company name in the Company Name field from the Set Up Company screen displays in reports.
Select this check box to display standard page footer messages in reports. This check box is not selected by default.
If this check box is selected, the text from the Footer Label and Footer Text fields from the Default Web Printer Settings block in the System Settings screen (Administration » Configure » System) display in reports.
Select whether to display no logo, a default logo, or an alternate logo in reports.
None is selected by default.
If you select Default, the logo from the location specified in the Company Logo field from the Default Web Printer Settings block in the System Settings screen (Administration » Configure » System) displays in reports.
If you select Other, use Lookup to select a different company logo to display in reports. Company logos are established in the System Settings screen.
