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Setup

Use the Format Wizard for reports, letters, or labels

Learn how the Format Wizard defines a custom report, letter, or label before you refine it in the designer.
Use the Format Wizard to begin creating a custom report, letter, or label by entering a description for the format and selecting the standard format on which the new format is based. For letters and labels, you also select the letter or label type.
To open the Format Wizard, choose
Setup
Custom Formats
 to open the Custom Formats setup screen, then right-click within the formats list and choose
Add Report
 or
Add Label/Letter
 from the shortcut menu.
When you click
Finish
 to exit the wizard, the format opens in the designer screen, where you can further customize it.

Main tab

Use the
Main
 tab to define the basic structure of the custom format.
In the
Enter a description for this format
 field, enter the name for the format. This is the name that appears in the formats list on the Custom Formats screen.
You must also select the standard format on which the new report, letter, or label is based. Expand the appropriate folder in the left pane of the wizard and select a standard format. The selected format then appears in the
Selected standard label/letter/report for this format
 field.
For letters and labels, use the
Label/Letter type
 field to specify the type of recipient. This selection determines both who the letter or label can be generated for and which fields are available from the Fields pane when you design the format.
Available types are
Client
,
Contact
,
Firm
,
Office
, and
Staff
. For example, select
Client
 to create a letter for clients, or select
Contact
 to create labels for standalone contacts.

This article applies to:

  • Product: Practice CS
  • Subject: Setup