Request for Price Quote Form Layout Tab
Use the Layout tab of an individual report to choose document formatting properties, fonts, default field formats, and other overall properties for reports. You can select defaults for many of the fields via My Preferences to apply specific options that you reuse when running reports.
Document Properties
Depending on the type of report, these document properties may vary. Use the fields in this section 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 other tabs for the report.
Field | Description |
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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 to the following report dimensions:
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 millimeters). 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:
You normally do not use this option except when you want to display the 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. |
Margin Fields | Specify the report margins in inches or millimeters based on which one you selected in the Unit of Measure field. |
Paper Orientation | Specify the paper orientation for the report by selecting one of the following options:
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2nd Page Top | If your report provides this option, specify the margin for the top of the second page. |
Page Size | Select the page size for the report. If you select Custom as the page size, the Width and Height fields become enabled. |
Width and Height Fields | When you set the page size to Custom, use these fields to specify page measurements of your own choosing. The width and height measurements display in 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 |
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Font | Use this option to change the font for the report. You establish the default font on the Reporting tab of My Preferences. |
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:
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Show Border Lines in 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 checkbox. |
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 |
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Override Heading Dates for the Period | To specify different period dates for the report heading, select this checkbox to enable the Start Date and End Date fields and use them to specify a new reporting period. By default, these fields show the starting and ending dates for the accounting period that you selected from the Period Ending option on the toolbar. |
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:
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Memo field | Enter text to display in the report footer. Do not remove the [version] - [options] portion of the footer. You can use the text editor to format the text. |
Number, Date and HTML Formatting
This section consists of options for formatting currency, number, and date field formats for a report.
Field | Description |
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Default Format | The default format settings are set by your administrator in User Settings. Click this field and select a different format 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 checkbox 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 checkbox if you do not want to apply HTML formatting. As a result, when you print or display text in all memo fields, Vantagepoint removes 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 turn off HTML formatting for a memo field on a report. On the Columns & Groups tab, go to a memo field on the Columns grid, click the blue hypertext link to display the Format Text dialog box, and select the Plain Text option. |
Number Setting Sample | This shaded field displays the default format for each numeric field on the report. Click
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Currency Setting Sample | This shaded field displays the default format for each currency field on the report. Click
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Date/Time Setting Sample | This shaded field displays the default format for each date and/or time field on the report. Click
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