| Field | Description |
|---|
| Unit of Measure
|
From the drop-down list, select the unit of measure, inches or millimeters, to use for the following measurement fields on the report Options dialog box:
-
Top,
Bottom,
Left, and
Right margin fields on the Layout tab.
-
Dimension Width and
Height fields on the Layout tab.
-
Left margin for first column and
Width fields on the Columns tab.
-
Left margin indent for groups on the Sorting/Grouping tab.
-
Height,
Width,
Top, and
Left fields on the Graph 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).
|
| Margins: Top
|
Enter the margin for the top of the page. Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab. If your unit of measure is inches, use decimals for fractions of an inch (for example, 0.75 or 1.20).
|
| Margins: Bottom
|
Enter the margin for the bottom of the page. Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab. If your unit of measure is inches, use decimals for fractions of an inch (for example, 0.75 or 1.20).
|
| Margins: Left
|
Enter the margin for the left edge of the page. Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab. If your unit of measure is inches, use decimals for fractions of an inch (for example, 0.75 or 1.20).
|
| Margins: Right
|
Enter the margin for the right edge of the page. Use the unit of measure (inches or millimeters) that you entered in the
Unit of Measure field on this tab. If your unit of measure is inches, use decimals for fractions of an inch (for example, 0.75 or 1.20).
|
| Override Heading Dates
|
By default,
Vision uses the starting and ending dates for the accounting period that you selected when you logged in to
Vision. To specify different period dates for the report heading, select
Override Heading Dates and enter the dates you want in the
For the Period date fields. You can enter dates directly or you can click
 and select the dates.
|
| Default Formats: 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 the Windows Control Panel, select the
Override regional settings check box and select the culture associated with the format that you want from the drop-down list. If you select a different culture,
Vision 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 the Windows Control Panel.
|
| Default Formats: 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, click
 to open the Format Number dialog box.
- To change the format for an individual report column, go to the Columns tab, click the
Format grid column for the report column, and click
to open the Format Number dialog box.
|
| Default Formats: 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, click
to open the Format Currency dialog box.
- To change the format for an individual report column, go to the Columns tab, click the
Format grid column for the report column, and click
to open the Format Currency dialog box.
|
| Default Formats: 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, click
to open the Format Date dialog box.
- To change the format for an individual date column, go to the Columns tab, click the
Format grid column for the report column, and click
to open the Format Date dialog box.
|
| Default Formats: 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,
Vision does not display this field.
For standard
Vision reports, 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 the options set.
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
Vision and then generate the report. (This only applies to standard reports. For favorite reports,
Vision 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.
|
| Page: Orientation
|
From the drop-down list, select one of the following options for the orientation of the report on the printed page:
-
Automatic —
Vision 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,
Vision uses portrait orientation. If the columns do not fit across the narrow dimension,
Vision 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.
The
Orientation option is available only for reports for which you can select columns.
|
| Page: Size
|
From the drop-down list, select the page size for the report. The width and height of the page size that you select in this field display in the
Dimension Width and
Height fields below the
Size field.
When you select the
Custom size, the
Dimension Width and
Height fields are enabled so you can enter a width and height of your choice.
|
| Page: 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 either inches or millimeters based on which one you selected in the
Unit of Measure field on this tab.
If you select
Custom in
Size, enter the width and height that you want.
|
| Miscellaneous: Font Name
|
Use
Font Name to change the font for the report. The default font for a report is one of the following:
- The
Vision default font (Arial)
- The default font set up for your username and password in the Users form ()
- The default font that you selected on the Reporting tab of the User Options dialog box
|
| Miscellaneous: Heading background color
|
From the drop-down list, 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, for example.
|
| Miscellaneous: Use Dashpart Report Layout
|
Select this check box to generate the report using the special formatting that
Vision applies when you display a report as a dashpart on the
Vision Dashboard.
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
Vision 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.
|
| Miscellaneous: Show grid lines on report
|
To generate the report with grid lines separating data fields, select this check box. Some reports are easier to read with grid lines displayed.
|
|
Miscellaneous: HTML Formatting
|
This option only applies to memo fields.
Select this check box if you want to apply HTML formatting (bold, underlining, colors, and so on) to the contents of all memo fields based on the formatting applied when the text was originally entered in each memo field.
If you do not want to apply HTML formatting, clear this check box to print or display the text in all memo fields without any 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.
For reports for which you can select memo fields for the report on the Columns tab of the Options dialog box, you can also turn HTML formatting off or on for individual memo fields using the
HTML grid column on the Columns tab.
|
| Miscellaneous: Alternate detail background color
|
To generate the report with alternating detail lines against a background color, select this check box. Some reports are easier to read with a color background for every other detail line.
|
| Report Footer
|
Enter the text for the report footer. Do not remove the
[version] - [options] portion of the footer. For more formatting options, click
Edit to open the
Vision Text Editor.
|