Schedule Setup

The information to be included in the various schedules, as well as the format of the schedules, is specified in the Schedule Formatting dialog box.

To set up the schedule contents and formatting:

1. Select Spotlight > Reports > Generate Paperwork. The Generate Paperwork dialog box opens.

2. Click the Setup button under the Schedules list. The Schedule Formatting dialog box opens.

Each schedule in the Schedule list is formatted in the same way. The formatting must be specified for each schedule by first selecting the schedule from the list and then specifying the format.

When selecting Available fields and Column Order, press and hold the Shift key to select multiple, contiguous items or press and hold the Ctrl key (Windows) or Command key (Mac) to select non-contiguous items.

Click to show/hide the parameters.

Parameter/Button	Description
Printed Name	Suggests a title for the top of the report of the selected schedule. Change the title, if desired, by typing in a new title for that schedule.
Available Fields	Displays the items that can be included in the schedule
Schedule Columns	Displays, in order, the columns that have been selected to appear in the schedule
Move >	Adds a selected available item to the list of schedule columns
Move <	Removes a column from the Schedule Columns list
Move Up/Move Down	The most recently added item displays at the bottom of the Schedule Columns list, indicating that it is the last column in the report; to change the column order, select a column and click the Move Up and Move Down buttons until it is in the desired order
Column Format	For each column in the Schedule Columns list, select Wide, Medium, or Narrow from the Width list. These selections represent the relative widths of the columns in relation to the other columns. Since the schedule is automatically fit to the page, specifying the actual widths is unnecessary. The actual width of the column is dependent upon the number of columns as well as the final printed schedule size.
Page Formatting	Specifies the formatting of the Column Headers and report Body text; select the Font, Style, and Size for each. Click the Change button to open the Format Text dialog box for editing text parameters (see Formatting Text).

3. After specifying the column information, order, and width, as well as the page formatting for each type of schedule to be generated, click OK to return to the Generate Paperwork dialog box. The schedule formatting is used when the paperwork is generated.

The Schedule formatting settings are saved in the file’s Schedule Formats worksheet. The worksheet, and all the formatting, can be imported into another file through the Resource Browser.

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Generating Paperwork

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