Layout Tab

Use the Layout tab of an individual report to choose document formatting properties, such as fonts, default field formats, and other properties for 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 other tabs for the report.

You can also set some default document formats for all reports from My Preferences. For more information, see Set Report Preferences.

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 , Indent for Each Group, and column width 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)

Show Condensed View for Dashparts 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 display the 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.

Paper Orientation 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.
Page Size Select the page size for the report. If you select Custom as the page size, the width and height fields are enabled. Enter the width and height that you want.
Width and Height Fields 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 set in the Reporting tab of My Preferences 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 color 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.

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 in the top right corner of 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 color 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.
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 formatting currency, number, and date fields for a report.

Field Description
Default Format The default format settings are set by your administrator in User Settings. Click this field and select a different 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.
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 Vantagepointremoves all text 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 memo field 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.

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. Alternatively, you can change the format for an individual report column on a report via the Columns grid on the Columns &/or Groups tab.
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. Alternatively, you can change the format for an individual report column on a report via the Columns grid on the Columns &/or Groups tab.
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.