Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Report Formatting refers to the appearance of the actual report. This allows you to edit fonts, color schemes, page set up, headers, and footers. Each report is handled independently, so every report can be different.

To begin, click adjust a Reports formatting,

Select the report in the left-side panel.

Click on "Grid View" (1).

Click on the Report Settings button , which will open (2).

This opens the Format Report window.

Image RemovedImage Added

There are several tabs in that window, some of which are not used inside PlanSwift. The main tabs that most users will edit are the View, Behaviors, and StylesImage Removed

The first tab is the View tab. This tab allows you to edit which report components are visible. 

Image Added

The next tab is the Behaviors tab. Here, you can edit how your report will behave. For example, the Process Selection option will make the report show only what you have selected within that report. 

Image Added

The  options under "Expanding" options will automatically expand all sub items that are collapsed, so they are able to be seen when printed. 

Under the Formatting tab, it is recommended to leave it set at Ultra Flat.

Image Added

The Styles tab is where you can edit fonts and color schemes.

Image Added

Add a title to your Report and then click on the Title Properties button at the bottom of the window. You can use properties in the Title Properties and Footnote Properties. For example, to add the Job Name to the report title, simply enter [\Job\Name]. 

Another option for formatting your report is Page Setup. See Page Setup for more information. Click on In the Page Setup button to open the window where you can adjust  screen, you adjust how the Report will print . Such options include by setting options such as: printing the Report portrait or landscape, adjusting margins, headers and footers, and Page size and Scaling.