WorkFlows - Formatting Reports

WorkFlows - Formatting Reports

About

This article covers formatting reports in WorkFlows and Microsoft Word.

In WorkFlows

If you have any Reports wizards open, close them before changing settings.

From the Reports module, click the Session Settings wizard.
Report module with Session Settings wizard highlighted

Under the Format Page section, adjust settings to:
  1. Page length: 63
  2. Page width: 83
  3. Top margin: 2
  4. Bottom margin: 2.
Session Settings Format Page section

Click OK at the bottom of the screen.

Next time you close WorkFlows, you'll be prompted to save properties changes. Click Yes.
Save properties window with Yes highlighted

Open the Finished Reports wizard, then choose a report and select View at the bottom of the screen.

In the pop-up, uncheck the box next to View log.
Report pop-up with View log unchecked

Click OK.

Follow the next set of instructions to format the report display in Word.

In Word

When the report you chose to view opens, hit Control (Ctrl) + A to select all.

Change the font to Courier New, size 10. The default size of 10.5 won't work.

At the top of the page, select the Page Layout tab.
Layout tab in Word with Narrow highlighted in Margins drop-down

Click on Margins and select Narrow from the drop-down menu.

These settings will make line and page breaks work correctly in WorkFlows reports opened in Word.

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