You can make certain changes to the appearance or the order of the report output by making selections from the Options drop-down list on the Generate reports window. The list contains several options, and their availability varies from report to report.
To view report options
1. From the iMIS module you are working in, select Generate reports to display the Generate reports window.
2. Select a report type from the Report Types list.
3. Select an available report from the Available Reports list.
4. Click Options. The options available for selection will appear bolded. Use the Options list to make a one-time change at runtime, or you can save the report under a new name with the same parameters.
5. Click Run.
To adjust margins
The Margins option allows you to control the layout of your report or other output. You can perform the following tasks:
■ Adjust margin settings to suit your printer.
□ Top, Bot, Left Margin - The actual print area and built-in margins vary among laser printers, so these settings may need to be adjusted. Margins are critical for output that must fit in a target area, such as labels.
■ Specify a repeat factor to generate multiple reports for each address.
■ Enter measurement settings (widths, space between, and margins) in decimal fractions of inches (for example, if you want 1-1/2 inches, enter 1.5 without units).
To make adjustments to the margins:
1. From the iMIS module you are working in, select Generate reports to display the Generate reports window.
2. Select a report type from the Report Types list.
3. Select an available report from the Available Reports list.
4. Click Options and select Margins. Use the Options list to make a one-time change at runtime, or you can save the report under a new name with the same parameters.
5. Change the margins and click OK.
6. Click Run.
To change the sort fields
The field format for entering data is Table.FIELD. The table name appears first in title case, followed by a period separator and the field name in all caps, for example, Name.FULL_NAME. The Alternate Sort Fields window allows you to enter the Table.FIELD name for a maximum of four sort fields. To specify a multiple-field sort, enter the first-order sort field in the first text box, working down to the lowest-level sort field in the fourth text box. The sort fields you enter must be selected from the tables used for the report.
Note: For some report types, the Sort option is grayed out (unavailable) on the Options list.
1. From the module you are working in, select Generate reports to display the Generate reports window.
2. Select a report type from the Report Types list.
3. Select a report from the Available Reports list.
4. Click Options and select Sort Fields. The areas you can change appear bolded. For example, using the data in the following window, your report sorts in the following order: last name, ID, and product code.
5. Change the alternate sort fields to new sort fields selected from the tables to be included in the report.
6. Click OK to change the sort order.
Example of an Alternate Sort Fields window.