Output Settings for Grid Reports — Basic Tier

The Output Settings dialog includes several options for setting up the reports that print from list windows — grid reports. More options are available if you have the Enhanced Reporting light or premium tier.

Designate report output settings

1. To open the Output Settings window, hover over the in the upper right-hand toolbar. The Grid Settings menu opens. Note: The Employee Jobs grid used in the example has two system default settings, but some windows have none.

2. Click Output Settings, and that window opens.

3. Complete the fields as described. Changes you make will be sticky during your login session, but will return to the default settings when you log out of AptaFund.

   • Title: This field defaults to the grid's title and will print under the organization name on the report. Edit the title as needed.

   • Show Filter Details On Report: Checking this box causes the description of the filter to print just under the title.

   • Show Divider Between Rows: Check this box if you want the report to print with lines drawn between each detail line.

   • Show AptaFund Version: Check this box to print the software version in the report footer. This information can be very helpful if you need to talk with Harris Support about the report.

   • Paper Size: Select from letter or legal.

   • Page Orientation: Select from portrait or landscape.

   • Top, Bottom, Left, and Right Margin: Enter positive or negative numbers to adjust the top, bottom, left, and right margins of the printed report.

4. Click Save, and you're returned to the list window.

5. Generate the report.

• Click the to export the list to an Excel spreadsheet.

• Click the to export the list to a PDF.

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