The Retirement Analysis Kit Help File

Configure Report Order and Default Selected Reports

Configure Report Order and Default Selected Reports

Previous topic Next topic  

Configure Report Order and Default Selected Reports

Previous topic Next topic  

Clicking on the Configure button FilePrintCfgBtn displays the drop-down menu shown below:

The following items can be configured in File Pring Configure menu

TRAK's Print dialog box:

1.Configuring which reports are initially selected, and

2.Setting the default report order.

Each item is discussed below.

Setting Select Reports

Set Current Selected Reports as Default Selection sets the current selected reports (if any) as the default. After clicking on this, the next time the dialog box is opened, the report will automatically be selected.

Select Default Reports will be enabled after there is a default set of selected reports. It resets the current selected reports to the default selection.

Setting Report Order

The report order can be customized for each calculator. When clicking on the Re-Order Reports... the Edit Report Sort Order dialog box will appear.

Edit Report Order

This allows for changing the report order by dragging-and-dropping the reports to the preferred order, or pressing either of the available arrow keys on the right hand side to move the current report up or down.

 Note: Some of the reports displayed may not be available in the Print dialog. For example, in the Quick Gap calculator, if the client has a defined contribution report, the reports associated with defined benefit plans will not be displayed in the print dialog box but will appear in this list.