Worksheet area
- Generate Quick Reports
- Apply a cover page layout
- Manage cover page layouts
- Create a new cover page layout
- Edit an existing cover page
- Show levels in Explorer
Presentation
- Create, edit and manage reports
- Print or export a report to PDF
- Print a cover page
- Edit contact information for the current worksheet only
- Print a discount schedule
- Filtered items
Projects
- Create a Panel Builder Report
- Apply a standard or user report design
- Specify options for a panel configuration
- Modify a panel configuration
- Create a panel configuration without the Wizard
- Redefine a Standard
Preferences
- How to customize or create a new ribbon
- Worksheet: Spell Check
- Worksheet: Preferences
- Saving sort settings
- Color lines
- Organize bookmarks
Items
- Use the Custom Catalog Wizard to insert a panel
- Step out of a Standard
- Flatten a Standard
- Break a standard link
- Break a link on an individual product
- Reuse a Standard from a custom catalog
Pricing
- Add multiple subtotals to a Worksheet
- Example - discount for large orders
- Example - shipping charge based on weight
- Example - price reduction for parts from a specific catalog
- Example - add a tax
- Example - create a design fee
Catalogs
- Worksheet: How to install an older version of a manufacturer's catalog or pricing
- Add items into a custom catalog from Search
- Add items into a custom catalog from the Content tab
- Create a custom catalog
- Modify an item in a custom catalog
- Manage custom catalogs
Navigation
- Reports menu
- Tools menu
- Complete Column
- Zoom an image
- Change the ISO view
- How to use the sort setting
Report Designer
- Report designer: Print a report
- Report designer: Preview a report
- Report designer: Sort data
- Group data and show subtotals
- Filter data that will appear on a report
- Report designer: Fields
Cover Page Designer
See all 46 articlesCompare
Options
- Move panes
- Auto-hide feature
- Reset to default view
- Reset, show or hide screen components
- Change options
- Apply default options