If you’re creating FRx title pages manually in Word, this will be a fantastic time-saver.
Today’s post is courtesy of Kim Leonard. Kim is on the support team for FRx at Microsoft in Denver and volunteered to provide this information. Thank you Kim!
To Create a Title Page using PORTRAIT Orientation
Row
These settings will vary depending on where the Title is to display on the page. The following settings will place a 3 line Title with blank rows, then a date, 3 more blank rows and additional notes in text on the page below the date:
1. Open a new Row format.
2. Insert 5 blank rows at the top of a new Row Format.
3. Type in the Title in the Description column (Col. B) of the row format. The Font used for the text in the Title was set to 18 Bold, but you could use any Font Style or Size. In Column C choose CEN (Title Centered on Page).
4. On the Last row of the row format (Row 970 of a new row), Column H type in any natural account number. In column G type in the letter A (This would be the Description column of the column layout), making the GL amount not print on this row. Remove any Account Description in this row in Column B of the Row format.
5. Save the Row format.
Column
Create a new simple Column layout with the following 2 columns:
DESC (with a Col width of 60)
GL/Actual/BASE/BASE/CUR
Catalog
Create a new Catalog. Use the default Margins in the Catalog – Page options:
Margins :
Left – .75
Right – .75
Top – .75
Bottom – .75
Add Footers in the Catalog-Page Options- Header/Footers tab:
1. Add an @Blank Code and then the @TXTDATE code in the Centered column to place a Date in on the Title Page of the report.
2. If you would like to add any additional notes or text, insert the desired number of blank rows after the @TXTDATE row and type in the your text. Set the Font Style for this text and for the @TXTDATE.
3. Check the Center Headers and Footers on page box in this window.
4. Save the catalog.
5. Generate the report. When it opens in the drilldown viewer will display the TITLE but no footer. Scroll down and then back up and the footers will appear correctly on the page. This puts the Title in the center with the date and then footer text below it centered on the one page.
Once the page is completed, open the Catalog – Output tab to add the reports following the Title Page. You can Chain the report(s) that are included with the title page to this catalog. Make sure all the settings are correct for each chained report.
To Create a Title Page for LANDSCAPE Orientation
Row
These settings will vary depending on where the Title is to display on the page. The following settings will place a 3 line Title with blank rows, then a date (September 31, 2008), 3 more blank rows and additional notes in text on the page below the date:
1. Open a new Row format.
2. Insert 5 blank rows at the top of a new Row Format.
3. Type in the Title in the Description column (Col. B) of the row format. The Font used for the text in the Title was set to 18 Bold, but you could use any Font Style or Size. In Column C choose CEN (Title Centered on Page).
4. Skip the next two rows and on the third row after the last Title row, in Column H type in any natural account number. In column G type in the letter A (this would be the Description column of the column layout), making the GL amount not print on this row. Delete the rest of the rows. Remove any Account Description in this row in Column B of the Row format.
5. Save the Row format.
Column
Create a new simple Column layout with the following 2 columns:
DESC (with a Col width of 60)
GL/Actual/BASE/BASE/CUR
Catalog
For Landscape (these settings are for Landscape only)
Margins (these will vary depending on where the client wants the title on the page)
Left – .75
Right – .75
Top – 2 in
Bottom – 3 in
Add Footers in the Catalog-Page Options- Header/Footers tab if you would like a Date or Text on the Title Page, otherwise the Headers and Footers blank (clear all rows):
1. Add an @Blank Code and then the @TXTDATE code in the Centered column to place a Date in on the Title Page of the report.
2. If you would like to add any additional notes or text, insert the desired number of blank rows after the @TXTDATE row and type in the your text. Set the Font Style for this text and for the @TXTDATE.
3. Check the Center Headers and Footers on page box in this window.
4. Save the catalog.
5. Generate. Scroll down and then back up and the footers will appear correctly on the page.
Once the page is completed, open the Catalog – Output tab. Chain the report that is to go with the title page to this catalog. Make sure all the settings are correct for the chained report.
This is Jan again: Re ‘make sure all the settings are correct for the chained report”, that includes making sure the default date in the catalog for the title page is the same as the default date in the catalog for report(s) that follow. Thanks again, Kim!
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