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Custom Reports - Format Tab

Excel Layout Options - Classic Layout

From the Custom Reports page, use the Format tab to enhance the layout of your custom report. Select the Format tab after selecting the companies, fields, data period, and required lines and/or states. Classic Layout options are the original formatting options BestLink provided for your Excel custom report.

More formatting options are available. See Excel Layout Options - Schedule F and S and Excel Layout Options - Lookup Layout for additional layout information.  

Schedule D formatting layout options are fixed and cannot be altered.

• Choose Input:

Choose the desired input for your rows, columns, column headers, and worksheets. The default selection places companies in rows, fields in columns, years as the worksheet, and states and lines as column headers.

When choosing a field list, the order will remain in the custom report as the order appears in the standard field list. Core fields will appear grouped at the beginning of the list and financial fields at the end of the list. The order of the fields are predefined and cannot be selected in a custom order.

• Grouped Items:

Choose the desired grouping for your report. The grouping available is determined by the number of Lookups and Data Periods included in your report.

1. • Don't Group Items - This selection does not group any of your report items. The report is created using report headers instead of column headers.

   • Group 2 Items - This selection organizes your report by column headers. All Column Header 1 input items are grouped together.

   • Group 3 Items - This selection organizes your report by the column headers. Column Header 1 is the primary grouping followed by Column Header 2 as the secondary grouping.

   • Group 4 Items - This selection organizes your report by the column headers. Column Header 1 is the primary grouping followed by Column Header 2 as the secondary grouping. Column Header 3 is the tertiary grouping.

Grouping Items is the default setting. Fields are grouped by database. Span column headers for grouped items can be selected as the default option on the Preferences tab.

• Summary:

The Summary column displays text about the options selected for the layout of the rows, columns, column headers, and worksheets for your custom report.

If your input selection exceeds the maximum allowed, select a different input or another layout option.

• Select other options for Single Sheet reports:

• • Use Border - Add a border around each column header cell for your custom report.

  • Use Shading - Column header cells are shaded with a solid gray background.

  • Span Column Headers for Grouped Items - Column headers for grouped items are centered across the top of the columns.

Set your Preferences for Report Formatting Options.