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Layout Designer

Header or footer

Use these pages of the Layout Designer dialog to create a header or footer for your reports. This header or footer can include the names of your client and firm, the plan description, and two lines of text.
To open this window, select
Reports
, then
Report Layouts
, then the
Header
or
Footer
tab.
note
To enable the fields in this window, select a layout in the list and then
Edit
or select
Add
to add a new layout.

Fields & buttons

Header / Footer font group box

Font
This field displays the selected font. To change the font, select
Font.
Size
This field displays the point size for the selected font. To change the point size, either enter the size in this field or click the Font button.
note
You cannot change the font size when the <System> or <Tax Projection> layout is selected.
Font button
Select this button to open a dialog in which you can change fonts, font styles, sizes, and effects.
Bold
Select this checkbox to display bold font.
Italic
Select this checkbox to display italic font.
Underline
Select this checkbox to display underlined font.

Header / Footer text group box

Header / Footer text
Enter one or two lines of text for the header or footer.

Header / Footer Section (inches) group box

Left, Top, Right, Bottom
Enter values (in inches) in the available fields to specify the amount of space that should appear around the page header or footer.
note
You cannot change these options when the <System> or <Tax Projection> layout is selected.

Justification group box

Justification
Select the justification option for the appropriate section.

Other fields & buttons

Header tab only: Print Plan description, Firm, Header and Footer text on first page only
Select this checkbox to have the plan's description, firm name, header text, and footer text appear only on the first page of reports that are printed with the current layout.
note
This option is not available when the <System> or <Tax Projection> layout is selected.
Plan description
Select this checkbox to display the plan description in the header.
Client
Select this checkbox to display the client name in the header.
Firm
Select this checkbox to display the firm name in the header.
Background shading
Enter a value for the percentage of gray you want to appear in the header or footer background. The value can range from 0 (no gray) to 100 (black).

This article applies to:

  • PRODUCT: Planner CS

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