Set Reporting Options for a Posting Log

You can specify reporting options such as font type, margins, orientation, and page size for posting logs.

To set reporting options for a posting log:

  1. In the Navigation pane, select Transaction Center > Posting Review.
  2. In the Posting Logs grid of the Posting Review form, select the posting log, click Other Actions > Show Report Options on the grid toolbar, and then click the Print Report icon at the end of the row.
  3. In the Document Properties section of the Layout dialog box:
    1. Set the Unit of Measure to inches or millimeters.
    2. Set the margins.
    3. To generate the report as an archive report and subsequently you want to display that archive report as a dashpart, select the Show Condensed View for Dashparts option.
    4. Specify the orientation and page size.
  4. In the Font and Border section of the Layout dialog box, specify the font and alternate row color, and whether or not you want to include border lines.
  5. In the Header and Footer section of the Layout dialog box, you can specify heading dates, a heading background color, and text.
  6. In the Number, Date, and HTML Formatting section of the Layout dialog box:
    1. To select the regional settings that are used to format dates and numbers on the report, select the settings in the Default Format field.
    2. To have standard HTML formatting applied to Memo fields on the report, select the HTML Formatting check box.
    3. To change number, currency, or date/time formatting, click the Edit icon beside the appropriate sample and use the dialog box that is displayed to update the formatting.
  7. To save the current settings for use in future sessions, on the Actions bar of the Layout dialog box, click Save and use the resulting dialog box to specify a name for the report and who can access the saved settings.
  8. To print the report, send it as an email attachment, or schedule it to print at a later time, use Actions bar options on the Layout dialog box.