User's Manual - Drake Software

Drake Software User’s Manual
Setting Up a Report
Setting Up a Report
cut off in the printed report due to the number of columns. A report that is Potentially
too wide can still be exported as a .CVS file or to Excel, where it is possible to widen
columns, change font size, or increase margins and be able to print reports that are
potentially too wide to be printed directly from the Drake Report Manager.
Regardless of width, the report can still be viewed in the Report Viewer using scroll
bars.
When planning reports for your office, consider beginning with one of Drake’s predefined
reports, which may already include most of the information you want. You
can create a new report if none of the predefined reports meet your needs. The steps
for these procedures are similar, but it may be easier to learn how to create reports by
working first from a pre-defined report.
Several tasks, some of them optional, are involved in creating a report. These tasks are
described in the following sections.
Assigning a Title and Description
The Report Title is displayed on the actual report; the Report Description is for
informational purposes and is displayed in the Report Manager’s Sample Report box.
To assign a new title and description to a report in the Report Manager:
1. Select the report to use as a template.
2. Click Edit Report. The Report Editor - Step 1 window is opened (Figure 12-2).
Figure 12-2: Report Editor - Step 1 window for formatting reports
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