In the "Select Printing Parameters" screen are options to add a default cover letter, select a printing style and orientation for this cover letter and each of the reports.
Having designed custom styles for the client letter and reports, the next step is to select a style or styles to use and their orientation. The custom styles previously created will display as options in the drop-down box within the “Select Printing Parameters” screen. On this screen you can select a print style for your client letter, and for each of your reports and statements. You can either select one style for all reports and statements or you can select the styles individually for each report and each statement type. See the screen shot below - the box in the middle allows you to select a single style for all reports and statements whereas the box below is where you make the individual selections for reports. A further option is the orientation for the report - whether you prefer Portrait or Landscape. Additionally, you have the option to also “Restore All Reports to Default Values” set at the company code level.
See the screen shot below - this is the statement section of the “Edit Print Styles” screen and is available for both statement formats.
If you opt to make individual style selections for statements, you do this directly below where you select report styles. You can also do the same for grids.
Understanding the Default Indicator
A Default column indicates whether a report matches company defaults.
- Yes: Both the report's Print Style and Page Orientation match the company-code defaults.
- No: Either the report’s Print Style or Page Orientation differs from the company-code defaults.
Change All Reports in a Plan Year
To assign one print style and page orientation to every report in a plan year:
- Select a Print Style.
- Select a Page Orientation.
- Click Change All Reports.
- Review the confirmation message.
- Click Yes.
The selected settings will be applied to all reports in the plan year.
Reports that no longer match company defaults will display Default = No.
Restore an Individual Report to Company Code Defaults
When a report displays Default = No, you may restore it to the company code default.
- Click the No link.
- Review the company default values displayed.
- Confirm the restoration.
The report will be updated to match the company-code Print Style and Page Orientation.
The Default indicator will change back to Yes.
The hover text gives additional details.
Restore All Reports to Company Defaults
You can also restore every report in the plan to company code defaults.
- Click Restore All Reports to Default Values.
- Review the confirmation message.
- Confirm the action.
The system restores all reports for the plan within the plan year to the company-code default settings.
Note: This action cannot be undone.
How Global and Plan-Level Settings Work Together
A common workflow is:
- Establish company-code defaults using Global Print Settings.
- Apply those defaults to all plans.
- Make plan-specific adjustments only where necessary.
This approach creates consistency while still allowing flexibility for unique plan requirements.
