Inserting Report Elements

Custom reports are added as a Report Element and all the options are set on the Report Element tabs.

Adding a Custom Report

  1. Select Edit|Insert and choose Report or select Report Element toolbar button from the Toolbar.
  2. Define your report structure including filename prefix, headers and footers, and alignment (see Report Element tab).
  3. Go to the Contents tab and enter in your report content which may include variable data and accompanying text (see Contents tab).
  4. Add font options, applicability, or notes on the final three tabs.
  5. Select OK to save your report specifications.