Add a Columnar Report Layout Theme

A columnar report layout theme is a group of settings for a columnar report layout that have been saved as a theme for later use. Settings include choosing which fields to include in the report, paper settings, and print options. The following procedure applies to a columnar report layout theme for any columnar report in PCS.

Complete the following steps to add a columnar report layout theme:

1. Select the report you want to work with in the Reports/Graphs menu. Click Report/Graphs and then select a report in the list.

   For example, click Reports/Graphs > Test Point Reports > Test Point Inspection Report.

2. Click the Customize tab and then the Columnar Layout tab to open the Layouts page.

   

   Report Layouts

3. Click Add to open the New Layout Theme window.

   

   New Layout Theme

4. Enter a name for the layout theme in the Enter Theme Name field. This field is required.

5. If you want to create a public theme, click the Public check box to place a check mark inside the check box. When the check box is empty, the layout saves as a private theme.

   Themes are either public or private. A public theme is available for use by all PCS users. A private theme is available only to the user who creates it.

6. If you want to copy fields from another layout theme, click the Copy Content check box and then select a theme from the Copy Fields From Theme drop-down list.

7. Click OK to save changes and return to the Layouts window.

   

   Layouts Window With New Layout

8. Complete the following steps to add and remove fields in the report layout theme as needed:

   1. Click the toggle arrow for a field category in the left pane of the window to view a list of fields available for selection. For example, click All Fields.

   2. Select a field by clicking in the check box for the field and then click the button to move it to the left pane. You can also double-click a field to move it to the right pane. Repeat this step as needed. The report layout theme includes all fields in the right pane of the Layouts window.

   3. To remove a field in the layout theme, select the filed in the left pane and then click the button to move it to the right pane. You can also double-click a field to move it to the left pane. Repeat this step as needed.

   4. To change the order of fields in the right pane and subsequently in the grid, click and drag a field to a new position in the list. Or, select a field and then click the or button.

9. Click the Wrap check box in Report Paper Size Estimate for each field you want text to wrap.

   

   Wrap Option for Text Fields

10. To adjust the width of report columns:

    1. Place the mouse over a column boundary to change the cursor to a horizontal resize cursor .

    2. Click and drag a column boundary to adjust the width of the report column.

       

       Resizing a Column

    3. If the adjustment extends report columns outside of the page, a red "out of bounds" message displays. Click and drag the column boundary to make adjustments as needed to clear the message.

11. Click Paper Settings to open the property settings pane.

    

    Paper Settings

12. Set options as needed in the Paper Settings and Print Options panes.

    1. To increase or decrease the font size, adjust the Min and Max settings for the font selected.

    2. To adjust the space between columns, enter or adjust the value in the Column Spacing field.

    3. Select either Portrait or Landscape radio button to set orientation.

    4. To adjust the left margin, enter or adjust the value in the Left Margin field.

    5. Select any of the option under Print Options as needed.

13. Click Save and Close to save changes and return to the report options window.

14. To apply the layout theme to the report, select the new layout theme from the Select Layout Theme drop-down list.