Report document setup

In the Options tab, check the box(es) for the desired output format: Word Document, PDF, or both.

To select a predefined Word template file (.dotx or .dotm) to apply when generating the report:

a.  Select the Report Setup tab.

b.  Enter the path to the template file.
Or
Use Browse to select a file from file system.
Or
Press Project Documents to select the template from the Documents folder of an open project.

Note:    If a template is specified, Page Settings options are not available.

To define the page layout:

a.  Select a size from the Page Size menu.

b.  Enter or use the arrows to set each of the margins for the report pages.

c.  Click the desired orientation of the pages (Portrait or Landscape)

This can be changed by inserting a Section Page Break.

Include captions in document contents lists.

The table and figure captions can be added to either the Table of Contents or in separate lists of tables and/or figures.

a.  Check the Table and Figure Captions Listings box to include captions in the report.

b.  Choose whether to add the captions to the table of contents or as a separate list(s).

c.  If the option to Include Table and Figure Captions in Separate List(s) is selected, check the box(es) to select the lists to create: Include List of Tables, Include List of Figures, or both.


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