A Header is descriptive text that prints in the top margin of the first page of the amortization schedule. A Footer is descriptive text that prints in the bottom margin of all pages of an amortization schedule. Some Headers and Footers are simple, consisting only of a company name and the page number. Others may contain a variety of information. For example, you could include a company name and address in a Header, and information about the preparer of the report in the Footer.
You can create, store, and retrieve Headers to use on a schedule by accessing the Header/Footer tab in the Report Format dialog. If one Header or Footer is common to most of the schedules you produce, you can create a default Header and Footer setup that automatically applies to new schedules.
To add a Header and/or Footer to your current report
- From the Amortization Schedule Report ribbon, click the Settings menu button and choose Report Format OR choose Report Format from the Settings group.
- Once the Report Format dialog appears, click the Header/Footer tab.
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Enter an appropriate Header and/or Footer. Type over existing text if present.
- If you want to edit the font and style of the Header or Footer, click the size and/or font drop-down on the right.
- To change the alignment of the Header or Footer on the schedule, select the format Left, format Center, or format Right button on the right.
- If you want to use a saved Header or Footer, click Template A or Template B to retrieve the contents of the template.
- Click the Show on report checkboxes to have the Header and/or Footer displayed on the report.
- When satisfied with the updates, click OK to apply changes and close the Report Format dialog. Alternatively, cancel changes by clicking Cancel.
To make these settings apply to all new schedules automatically
- From the Amortization Schedule Report ribbon, click on the Defaults menu button and choose Save.