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. Right-click and select Run report. 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, click the Reports subtab.
    2. In the Standard reports tree, access the same report. Double-click the report to open the Report details screen.
  5. Right-click a record format name wherein you want to create a specific report layout configuration. Select 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. 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.