Using the Format Wizard for reports, letters, or labels

Use the

Format Wizard

dialog to begin the process of creating a custom report, letter, or label by entering a description for the format and selecting a standard format on which to base the new format. For letters and labels, you will also select a type for the label or letter.

To open the

Format Wizard

dialog, choose Setup > Custom Formats to open the

Custom Formats

setup screen, then right-click within the list of formats and choose

Add Report

or

Add Label/Letter

from the context menu.

When you select

Finish

to exit the wizard, the format will open in the designer screen, where you can further customize it.

On the main tab, enter a name for your format in the

Enter a description for this format

field. This is the name that will appear in the list of formats on the

Custom Formats

screen.

Next, you must select a standard format, on which the new report, letter, or label will be based. Expand the appropriate folder in the left pane of the wizard and select a standard format, which will then populate the

Selected standard label/letter/report for this format

field.

For labels and letters only, there is a

Label/Letter type

field. Your selection in this field determines for whom the letter or label can be generated, and it also determines the set of fields that are available for selection from the Fields pane when you design the label or letter. The choices are Client, Contact, Firm, Office, and Staff. For example, if you are creating a letter to be mailed to clients, select Client. If you want to create labels for mailings to your standalone contacts, select Contact.