Custom Reports (Reference)

Report Customizing Window   Top

Sub Renewal Customization Window
Sub Renewal Customization Window

You use this window to make adjustments to the layout of a report. It is currently only available for the Season Ticket Renewal Notice. Ready for more information on how to customize a report?

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New

This option is not available in this window.


alt="Save"
Save

Saves the changes made to the custom report.


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Duplicate

Creates a duplicate of the selected customized report.


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Revert

Reverts the report to the last saved version.


alt="Delete"
Delete

Deletes the customized report.


alt="Print"
Print

This option is not available in this window.


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Spellcheck

This option is not available in this window.


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Properties

Opens the Report Properties Dialogue to allow adjustments to margins and layout.


Field Name

The name of the field on the report that is currently selected.


Visible

When checked, the field will be visible on the report.


Top

The top position of the field.


Left

The left position of the field.


Height

The total height of the field.


Width

The total width of the field.


Font: Name

The name of the font to be used for the field.


Font: Size

The point size of the font for the field.


Font: Style

The style (e.g. bold, italic, underline) of the field.


alt="Customization
Customization Toolbox

The toolbox allows for switching between tools that can be used in customizing the report. Click here for more information on the Report Customization Toolbox.


File: Name

The name of the custom report.


File: Description

A short description of the custom report.


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Document Section Toggle Arrow

This blue arrow lets you toggle individual sections of the custom document between expanded mode and collapsed mode.


Report Properties Dialogue   Top

Customization Toolbox
Customization Toolbox

The toolbox is accessed from the Report Customization Window and can be used to adjust the layout of a customized report.

Page Margins

The top, left, right, and bottom margin sizes for the report in relation to the paper size.


Page Layout

Allows you to set the 8.5 X 11 layout to portrait mode or landscape mode.


Finished Button

Saves all changes and closes the window.


Report Customization Toolbox   Top

Customization Toolbox
Customization Toolbox

The toolbox is accessed from the Report Customization Window and can be used when customizing a report.

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Arrow Tool

The arrow tool is used for selecting items on the report layout.


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Text Tool

The text field tool allows the placement of a new text field on the report layout.


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Line Tool

The line tool allows the placement of a line on the report layout.


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Rectangle Tool

The rectangle tool allows the placement of a box on the report layout.


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Rounded Rectangle Tool

The rounded rectangle tool allows that placement of a rounded box on the report layout.


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Circle Tool

The circle tool allows the placement of a circle on the report layout.