- Access the applicable report, via the Manage Report definitions menu item.
- Toggle to the Layout page.
- You access the Report definition edit view window for the Layout page. Click Edit layout on the bottom of the window.
- You access the Maintain layout window for the selected report.
- The left hand box contains all the variables you can use to create the layout. Click the following icons, on the top toolbar, to toggle the different variables available:
- Heading variables
- Line variables
- Columns
- Constants
- Selections
- The large middle area of the window consists of the following two segments:
- The segment, above the red line, is the Heading area of the report. In this area you paste those variables which have to do with, e.g., Report name, person who created the report, date, time, etc.
- The segment, below the red line, is the Data area of the report. In this area you paste the body of the report (e.g., the columns, etc).
- View the details for the variable (line, position, size, etc). This information is displayed in the bottom section of the window.
- Move the variable to another location.
- Delete the variable from the free form area.
The window consists of two areas:
Note: The information displayed on the online report depends on the number of column heading lines you defined on the Defaults page (for online defaults). The maximum information you can view is two headings, starting above the red line. You can, however, always view the entire report header (by clicking the Show report header icon) when viewing the report online. This opens a separate window where you can view these details.
The actual layout creation is a simple select and drop process. Select (click once) the applicable variable from the left hand box and drop it into the applicable location in the middle box.
Note: Check the Sticky cursor box to paste the same variable in several locations.
By right clicking a variable in the free form area (large middle window), you can do the following:
Tip: If you click the View items icon on the top toolbar, you can view the details for all variables currently included in the free form area.
Design your layout as you wish.
Tip: Preview the layout of the report by clicking the Preview icon.
Save the information.
Rather than manually creating a layout, you can always copy a similar layout from another report.