Setting Preferences for Printing Options

The data form designer sets data forms' printing options. You can accept the default settings or set your own options for creating PDF files. To print to a PDF file, you must have Adobe Acrobat Reader installed on your computer.

You set printing options directly from the data form when you are ready to print. Or, you can use Preferences to set printing options, which apply to all data forms to which you have access permissions.

Note:

To reset an option to the value your administrator set, select Use Application Default.

  To apply print options for printing a data form to a PDF file:

  1. Select File, then Preferences.

  2. Click the Planning icon and select Printing Options.

    See Printing Data.

  3. Set PDF options, summarized in this table:

    Option

    Action

    Format data

    Applies number format settings from the data form.

    Apply precision

    Applies the data form’s precision settings to the displayed data. If the data form displays high precision numbers (numbers with many digits to the right of the decimal point), consider limiting precision in the PDF file.

    Include supporting detail

    Includes supporting detail in extra rows:

    • Normal Order: inserts the Supporting Detail in the same order in which it displays in the Supporting Detail page, after the member that it is associated with.

    • Reverse Order: inserts the Supporting Detail before the member it is associated with, and the Supporting Detail entries are reversed. Supporting Detail for children is displayed above their parents, and the order of siblings is preserved.

    Show account annotations

    Shows the data form annotations. If the data form designer enables account annotations, this option displays the annotations.

    Show comments

    Shows associated text notes.

    Show attribute members

    Shows attribute members that are assigned to the data form.

    Show currency codes

    If the data form supports multiple currencies per entity, shows currency codes.

  4. Click Save.

    The settings are saved and applied to all data forms that you can access.