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This article applies to:

  • Product: Planner CS

Defining report sets

Follow these steps to define a report set. This helps you save time if you need to print the same set of reports or graphs repeatedly for your plans.
  1. Select
    Reports
    , then
    Define Report Sets
     to open the
    Report Sets
     window.
  2. Select
    Add
     and enter a name for the new report set in the
    Name
     field following the Available Report Sets pane.
  3. In the Available Reports/Graphs pane, select the reports or graphs you want included in this report set, then
    Select
    . You can include standard reports, custom reports, graphs, client letters, an allocations detail statement, and plan comments in your report set. You can select an option in the
    Show Available
     section to limit the items listed in the Available Reports/Graphs pane.
    note
    The reports and graphs are printed in the order listed in the Selected Report/Graphs pane. To change the printing order, select an item and use the arrow buttons following the pane. You can't change the collation order of the Plan Comments report; it will remain last in the collation.
  4. When finished designing the new report set, select
    Enter
    . The new report set will be displayed in the Available Report Sets pane.
  5. Select
    Close
     to close the
    Report Sets
     window.
    note
    When you want to print this report set, select it from the
    Report Set
     dropdown in the Print Reports window.

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