Spot00028.pngSchedule 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.

  3. 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.

  4. 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 Manager.

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Generating Paperwork

 

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