Format Report Tab

Follow the guidelines below to complete the fields on the Format Report tab of the Report Definition window.

Items in this window

Item Notes
Report Orientation Use this field to select the orientation of the report on the page.
Portrait Select this option button if you want the report to have a vertical orientation.
Landscape Select this option button if you want the report to have a horizontal orientation.
Currency Rounding Use this field to specify how you want the system to round dollar amounts on the report.
Do Not Round Select this option if you want the system to display both dollars and cents.
Whole Dollars Select this option if you want the system to round dollar amounts to the nearest dollar.
Thousands Select this option if you want the system to round dollar amounts to the nearest thousand.
Millions Select this option if you want the system to round dollar amounts to the nearest million.
Data The system uses this field to display an example of a dollar amount before the rounding option is applied to it.
Display The system uses this field to display the dollar amount shown in the Data field after the rounding option has been applied.
Sort Options Use these fields to specify how you want the system to sort the information on the report.
Use Sort Specified in Group Select this option button if you want the system to sort the information as specified for the selected group on the Sort Criteria tab of the Group Manager. The system displays the group’s criteria and sort order underneath the Group field on the Setup Report tab.
Override Sort Specified in Group Select this option button if you want to override the sorting information specified for the selected group on the Sort Criteria tab of the Group Manager.
  The following fields are available only if you select the Override Sort Specified in Group option button.
Field Select up to three fields on which you want the system to sort the report.
Order Use these fields to select the order in which you want the system to display the data. Select Ascending to display the assets from A to Z or from 0 to 9. Select Descending to display the data from Z to A or from 9 to 0.
Subtotals Use these fields to specify how you want the system to display subtotals on the report.
None Select this option if you do not want the system to display subtotals on the report for the corresponding field.
Subtotals Select this option if you want the system to display subtotals on the report for the corresponding field.
Year Subtotals Select this option if you want the system to display subtotals for each year. This option is available only for date fields.
Month and Year Subtotals Select this option if you want the system to display subtotals for each year and for each month within each year. This option is available only for date fields.

Note: You can select subtotal options for up to three sort levels. The Year and Month Subtotals option counts as two sort levels. Therefore, if you select Year and Month Subtotals for either the first or second field, the system ignores the subtotal selection for the third field. In addition, the Year and Month Subtotals sort option is not available for the third field because selecting it would exceed the limit of three sort levels.

Page Break Select this check box if you want the system to start a new page when the sort value changes. For example, if you select the Page Break check box for the Location field, then the system starts a new page every time the location changes.