Splitting a record format into different report layouts

The Report layout column in the Record format list is connected to the Report layout field of a printer file. The printer file is the screen that is displayed when you run a report.

By default, the Report layout column is blank. If you specify a value in the Report layout column, the record format is split into different report layouts: a base entry with a blank report layout and a new entry with the report layout that you specified. By splitting the report layout, you can make modifications to the record format for a particular report layout without changing the base file.

  1. On the Reports tab, expand the reports tree to access a report.
  2. Click the report and select runreport.
    The printer file is displayed.
  3. Select a value for the Report layout field, for example, 03-only subtotals.
  4. Access the Report details screen:
    1. On the Administration tab, select Reports.
    2. In the Standard reports tree, access the same report. Click the report and select Edit to open the Report details screen.
  5. Select a record format name wherein you want to create a specific report layout configuration and click Copy.
  6. Specify the Report layout field value, for example, 03, in the second field box. Click Save.
    A new Record format name is created under the base record format. This new Record format name shows the value for the Report layout.
  7. Double-click the new record format name to make modifications to the available and selected fields of this record format.
  8. Specify a list type format in the ltp column. You cannot delete the report layout configuration that you added if the ltp column is blank.
  9. To remove the new record format, right-click the name in the Record format list and select Remove. You cannot delete the base record format.