Use the Layout tab of an individual report to choose the types of document and page formatting properties, field level information, and visual characteristics that are displayed on reports.
Contents
Document Properties
This section consists of fields that enable you to select the unit of measurement and page layout (size, margins, and orientation) of the report. The unit of measurement that you select on the Layout Tab is also applied to the chart option measurements on the Chart Tab.
| Field | Description |
| Unit of Measure
|
Select the unit of measure (inches or millimeters) to use for the measurement fields on the report.
Vantagepoint applies the unit of measure the following report dimensions:
-
Top,
Bottom,
Left, and
Right margin fields.
- Width and
Height fields under the
Page Size field.
- Paper Orientation radio buttons.
-
Indent First Column
and
Indent for Each Group fields on the Columns and Groups tab.
-
Chart Height,
Chart Width,
Top Alignment, and
Left Alignment fields on the Chart tab.
When you switch from one unit of measure to the other, the measurements that are currently entered or displayed in the measurement fields are automatically converted to the new unit of measure (1 inch = 25.4 millimeter). If your unit of measure is inches, use decimals for fractions of an inch (for example, 0.75 or 1.20)
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| Show Condensed View for Dashparts
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Use this toggle to show or hide a condensed view for dashparts. The following are the main formatting characteristics:
- The report header information is displayed in the lower-left corner of the final report page.
- The default font size is applied to the report title, replacing the larger font that is normally used.
- Page headers and footers are not displayed.
You normally do not use this option except when you want to generate a report as an archive report and you want to display that archive report as a dashpart. When
Vantagepoint displays an archive report as a dashpart, it does not actually run the report, so it cannot automatically apply the dashpart report layout as it does with other reports. As a result, you must use this option when you generate the archive report if you want the normal dashpart report layout.
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| Paper Orientation
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The
Paper Orientation option is available only for reports for which you can select columns. Select one of the following options for the orientation of the report on the printed page:
-
Automatic Based on the Report Columns:
Vantagepoint 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,
Vantagepoint uses portrait orientation. If the columns do not fit across the narrow dimension,
Vantagepoint uses the landscape orientation.
-
Portrait: Select this option if you always want the long dimension of the page to be vertical.
-
Landscape: Select this option if you always want the long dimension of the page to be horizontal.
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| Page Size
|
Select the page size for the report. If you select
Custom as the page size, the width x height fields are enabled. Enter the width and height that you want.
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| Width and Height Fields
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If you select a custom page size, the
Width and
Height fields display the width and height of the page size that you select in the
Page Size field. The measurements display in either inches or millimeters based on which one you selected in the
Unit of Measure field on this tab.
|
Font and Border
This section consists of fields that enable you to select font styles as well as borders and alternating color options for the report.
| Field | Description |
| Font
|
Use this option to change the font for the report. The default font for a report is one of the following:
- The default font (Arial)
- The default font set up for your username and password in the Users form in Settings
- The default font that you selected on the Reporting tab of the My Preferences dialog box
|
| Alternate Row Color
|
Some reports are easier to read with alternating colored rows. Use this option to display alternating row colors for the report grid. You can use the color palette to display alternating row colors for the report grid in a couple of ways:
- If you know the HEX color code of the alternate row that you wish to use, enter the value in the field.
Vantagepoint displays the color and its associated HEX code in the field.
- Click in the field to display the HEX color palette that shows a mosaic of all the available colors and their names. Click the color block you want to apply to the alternate row. The HEX color and its associated code are displayed in the field.
You can also use the HEX color tool on the
Heading Background Color
field.
|
| Show Border Lines on Report
|
Some reports are easier to read with border lines displayed. To generate the report with border lines separating sections and data fields, select this check box.
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Header and Footer
This section consists of options for formatting the text and reporting periods included in headings and footers on the report.
| Field | Description |
| Overrride Heading Date For the Period
|
To specify different period dates for the report heading, select this check box to enable the start and end date fields. Click
in both the Start Date and End Date fields to select a new reporting period.
By default,
Vantagepoint uses the starting and ending dates for the accounting period that you selected when you logged in to
Vantagepoint.
- To change the start date for the accounting period, click
and select a calendar date.
- To change the end date for the accounting period, click
and select a calendar date.
|
| Heading Background Color
|
Select a background color for the report row that displays column headings. Use this option to make the headings stand out from the rest of the report data. To select a heading row background color, you can use the color palette in a couple of ways:
- If you know the HEX color code of the heading row that you wish to use, enter the value in the field.
Vantagepoint displays the color and its associated HEX code in the field.
- Click in the field to display the HEX color palette that shows a mosaic of all the available colors and their names. Click the color block you want to apply to the heading row. The HEX color and its associated code are displayed in the field.
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| Memo field
|
This field allows you to enter text in the report footer. Use this field to enter text for the report's footer. Do not remove the
[version] - [options] portion of the footer. Use the text editor's toolbar to format the text .
|
Number, Date, and HTML Formatting
This section consists of options for choosing regional formats applied to numeric and date information and for setting currency, non-currency number, and date/time formats for a report.
| Field | Description |
| Default Format
|
The default format settings are the regional settings used for dates and numeric information for a report. Click this field and select a regional format from the drop-down list to apply global date, currency, and number formats to your report. If you select a different culture,
Vantagepoint automatically displays the default formats associated with that culture in the
Number,
Currency, and
Date fields.
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| HTML Formatting
|
This check box applies only to memo fields. By default, HTML formatting (bold, underlining, colors, and so on) is applied to the contents of
all memo fields on a report based on the formatting applied when the text was originally entered in each memo field.
Clear this check box if you do not want to apply HTML formatting. As a result, when you print or display text in all memo fields
Vantagepoint applies no special formatting. You may want to do this if, for example, the formatting was applied inconsistently during data entry or the formatting is unsatisfactory for some other reason.
You can also turn on or off HTML formatting for an individual or all memo fields on a report. On the Columns &/or Groups tab, go to a memo field on the Columns grid. Click the blue hypertext link to display the Format Text dialog box. Select the
Plain Text option. You can opt to apply the text formatting to just the individual memo or to all columns on the report.
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| Number Setting Sample
|
This shaded field displays the default format for each numeric field on the report. Click
to open the Format Number dialog box.
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| Currency Setting Sample
|
This shaded field displays the default format for each currency field on the report. Click
to open the Format Currency dialog box.
|
| Date/Time Setting Sample
|
This shaded field displays the default format for each date and/or time field on the report. Click
to open the Format Date/Time dialog box. Alternatively, you can change the format for an individual report column on a report via the Columns grid on the Columns &/or Groups tab. Click the blue hypertext link to open the Format dialog box associated with either non-currency number, currency, or date and/or time settings.
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