Created:  04/27/2012

Project Wizard

Go to Reports>>Horizon Custom Reporting>>Edit Layout button

The Project Wizard is started when the Edit Layout button is used for a new report in the Horizon Custom Reporting view.  If the report design is not saved, the Project Wizard will start each time the Edit Layout button is pressed.

Note:  If the Project Wizard does not opened when you first enter a new report, go to Project>>Options.  Open the Workspace tab and checkmark "New Project Wizard"  Click OK and close Edit Layout.  Click No to Save changes when closing Edit Layout.  The project wizard will be shown when you reenter Edit Layout for a new report.

To view information on the Edit Layout, click here.

Project Wizard

Welcome to the Project Wizard

Back

The Back button is not available on the welcome page of the wizard, but will be available on subsequent pages to go back to a previous page.

Next

Click the Next button to continue with the wizard (recommended for custom reporting) or click Cancel to close the wizard.  The Next button is available on every page.

Cancel

Clicking Cancel on any of the pages will close the project wizard view.

Use one printer for all pages

This is the default selection for the report.  If you want all of the report sent to the same printer, leave the selecting "dot" in this circle.

Use different printers for first page/following pages

Click in this circle to select this option.  The first page of the report may be sent to a different printer than the remaining pages.  This is useful if the first page of your report is to be on a paper with a letterhead or logo.

Press one of the navigation buttons (Back, Next or Cancel) to continue.

Printer Selections

Printer Choice for All Pages

This printer option is displayed if "Use one printer for all pages" was the printer selection on the previous page.

A default printer may be listed.  If the displayed printer is not the desired printer, press the Select button to change the printer.

Printer Choice for First Page

This printer option is displayed if "Use different printers for first page/following pages" was the printer selection on the previous page.

A default printer may be listed.  If the displayed printer is not the desired printer, press the Select button to change the printer.

Printer Choice for Following Pages

This printer option is displayed if "Use different printers for first page/following pages" was the printer selection on the previous page.

A default printer may be listed.  If the displayed printer is not the desired printer, press the Select button to change the printer.

Select

The Select button will open a Print Setup dialog view.  Click the down arrow to the right of Name to select a different printer from the one displayed.  

Properties

The Properties button is used to change settings for the selected printer.  Available settings are dependant upon the printer selected.

Paper Size, Source and Portrait or Landlscape orientation are also property selections that are available for the printer.

Click OK when done to save your property selections, click Cancel to close the view without saving your changes.

Options

Force Page Format(s), if possible

This option is selected by default.  

Use physical paper size and not the printable area

This option is selected by default.  This option may be unchecked if only the printable area is to be available for the report design.

Press one of the navigation buttons (Back, Next or Cancel) to continue.

Add page numbering

This option is checked by default and may be unchecked if report pages are not to be numbered.

Options for the title

Add title

This option is checked by default and may be unchecked if a title is not desired on the report.

Only on first page

This option is available selected by default and is only available for changes if "Add title" remains checked.   If "Add title" is checked and "only on first page" remains selected, the title area will only be shown on the first page of the report.  

on all pages

On all pages may be selected if "Add title" is checked.  Placing the selecting "dot" in this option will show the report title on every page of the report.

If "Add title" is unchecked this option will be dimmed and unavailable for selecting.

Press one of the navigation buttons (Back, Next or Cancel) to continue.

Zebra pattern for the table

This option is unchecked by default.  Checking this option will add a zebra pattern for the table.

Options for the summary

Create Summary

This options is checked by default.  Unchecking this option will remove the summary option from the report.

On last page only

This option is selected by default and is only in effect if "Create Summary" is checked.

on all pages

This option will be dimmed and unavailable if "Create Summary" is unchecked.  Placing the selecting "dot" in the circle for this option will make the report summary appear on every page of the report.

Press one of the navigation buttons (Back, Next or Cancel) to continue.

Available fields

All of the fields that are available for the custom report will be displayed in this window.  Highlight a field and press the > button to move it over to the Selected Fields window.  Use the >> button to move all of the displayed fields over to the Selected Fields window.

Fields that have been selected may be removed using the < or << buttons.

Selected Fields

This window displays fields that have been moved from Available Fields to the Selected Fields window.

A highlighted field can be moved back to Available Fields using the < button.  All of the Selected Fields can be moved back to Available Fields using the << button.

Add column titles

This option is checked by default.  Unchecking this option will remove the column titles from the report.

Done

Press the Done button to finish and close the wizard.  The Edil Layout area will be available for editing the report.