Printing

Now you have created the case and done your analysis. 

You want to give your clients print-outs, or share the information with other professionals.

This chapter of this guide describes how to do that.

Printing Reports: How to Print Reports

You may print either a single report or any combination of reports. 

To print reports, do the following:

1. Click the Planner tab then click Reports on the left.

2. A screen like that shown below will appear.



Figure 125 – Screen for Selecting Reports to Print and Printing Them

3. Select the reports you wish to print.  On the screen above, four reports are selected.  If you wish to select all the reports in a group, you may click the box next to the group name.  For example, to print all the Key Reports, click the “Key Reports” box.

4. Click the  button.  The reports you selected will print.  Or you may click the  button.  Then the reports will all be printed to a PDF file.

Printing Reports: Printing Footnotes

You may attach a footnote to any item of income or expense, or to any asset or debt.

Simply click on the [Fn] symbol and a dialog box for entering footnotes will appear.

Type the note.


Figure 126 – Footnote Dialog Box

The footnotes will appear on many of the key reports where the item is included.

Most items of income and expense appear on the After-Tax Cash and After-Tax Cash Spreadsheet Style reports.

Asset and liability items will appear on the Property Division, Marital and Separate Property, and Net Worth Spreadsheet Style Reports.

Helpful Hint: Suppressing a Footnote. If you wish to have a report not show a particular footnote, bring up the footnote, check the box labeled “This is a reminder (do not print as footnote) and then print that report.  Currently, there is no other way to specify the reports on which a footnote appears.

You may view all your footnotes in one place.  Click the Planner tab then click Reports on the left.  Then click “View Footnotes” at the top of the page.


Figure 127 – Selecting “View Footnotes”

You will see a list like that shown below.


Figure 128 – Footnotes list

You may click [Fn] next to each note to edit the note.

To delete a footnote, simply delete the footnote’s text and click “Save.”

Printing Reports: Printing Headers, Footers, and Cover Pages

You can customize a number of aspects of the reports.

You can set the reports to include or omit each of the following:

To do that, do the following:

1. Click the Planner tab, then click Reports on the left.

2. Click the link at the top of the screen labeled Set Report Options, the first link in the screen image below.


Figure 129 - Detail of Screen for Selecting Print Options

3. The dialog box shown below will appear.
                   
Figure 130 - Report and Print Options Dialog Box

4. Click each tab and select or de-select the desired X-boxes.

Printing Reports: Printing Your Own Firm’s Logo

You may add your own firm’s logo to appear on cover pages.

You will need the help of someone who knows how to save graphics in different file formats and who understands Windows folders.

To add your own firm’s logo to appear on the cover page of reports, do the following:

1. Create the logo.  The logo must be 600 pixels wide x 300 pixels high.  Save it in Windows Bitmap (“.bmp”) format.

2. Copy the logo into your Family Law Software folder.  Normally, this folder is found at:
My Computer > My Documents / Family Law Software

3. Click the link at the top of the screen labeled Set Report Options, the first link in the screen image below.



The dialog box shown below will appear.  Select “Custom Cover” and enter the name of the file, including the “.bmp” extension.

Figure 132 - Print Options Dialog Box

4. Click the “OK” button at the top of the dialog box.

Your firm’s logo will now print on the cover page of reports.

Printing Reports: Printing Bar Graphs Instead of Line Graphs

Some professionals prefer to see bar graphs, rather than line graphs.

The software gives you that option.

To change from Bar Graphs to Line Graphs:

1. Click the Planner tab, then Reports on the left.

2. Click the link at the top of the screen labeled Set Report Options, the first link in the screen image below.


Figure 133 - Detail of Screen for Selecting Print Options

  1. The dialog box shown below will appear.


Figure 134 - Report and Print Options – Custom Cover

 

5. Click the “OK” button at the top of the dialog box.

Printing Reports: Printing Comments As A Page Of Notes

Family Law Software has a facility for making notes as you enter data.

To enter a note, do the following:

1. Click the “Notes” button.  As, shown below, the Notes button is located at the bottom of the screen in the left hand corner.


Figure 135 - "Notes" button at bottom Left of Screen

2. The dialog box shown below will appear.


Figure 136 - Notes Editor

3. Click the “New Note” button. 

4. Enter a Title.

5. Type the body of your note.

6. Click the “OK” button.

You may print any individual note, by highlighting the title and clicking the “Print Note” button.

You may print all notes by printing the “Print All” button.

Note: These notes are not “attached” to an individual line on a form.  Use the footnoting capability to do that.

Printing Reports: Printing “Draft” Banner

You may print a banner that says “Draft” across your reports.  Planner > Reports > Set report options > Pages, and “X” the box “Print 'Draft' Banner.

Printing Reports: Printing Comments To Describe a Plan

You may wish to add comments to an entire plan or to key reports. 

These comments will appear at the top of the first page of the plan.

Here is how to add comments to a plan.

1. Click the Planner tab, then Reports on the left.  The top of the screen will look like the screen image below.

2. Click the link at the top of the screen labeled Modify Report Labels.

3. The screen below will appear.



Figure 137 - Report Labels and Settings Screen

4. Click either the  button at the bottom of the screen, or simply click Reports at the left.

5. Select the reports to print and click the  button.

6. The title you entered will appear on the plan’s title page, and any notes you entered will appear on the title page as well.

Printing Reports: Printing Comments for Individual Reports

You may also add notes to the top or bottom of several key reports.

To add a 1-line note to specified reports, view the report, and click the link at the top that says, “Click here to add a note,” as shown below.


Figure 138 - Adding notes to reports

 Printing Reports: Exporting to Spreadsheets or Word Processors

To export any file to a spreadsheet such as Microsoft Excel® or Open Office Calc or Microsoft Word® or Open Office Writer, simply click the "Export" button at the top of the screen.



 Figure 139 – Export to Spreadsheet or Word Processor

You'll get a dialog box that will ask whether you want to export to Excel or Word, and to give the file any name.


Figure 140 – Export to Excel or Word Dialog Box

The file will be saved in the same folder as your client files.  Typically that is in the Family Law Software folder, which is inside the My Documents folder on your Local Disk C.

When the file is open in Excel (not Family Law Software), you may wish to select “File / Save As…”  At the bottom of the dialog box, under “Save as type,” change the setting to “Microsoft Excel Workbook.”


 Figure 141 – Save-As file dialogue within Microsoft Excel®

Now the file is a true Excel file.

For Excel exports, please note that all that is exported is the numbers.  We are not able to export any formulas.  If you wish to modify the report, and have the numbers recalculate, you should enter column totals and any other formulas you wish.

For exports to a Microsoft Word file, please note the following limitations of this export capability:

Printing Reports: Printing to a PDF File

You may create PDF files of any Family Law Software report.

To do this, bring the report on the screen, then click the PDF button at the top of the screen, as shown below.



Figure 142 – Choosing to print the screen to a PDF Document

If you specify an e-mail address, the file will then be e-mailed to the recipient you specify – right from within the program.



Figure 143 – Sending the PDF document by e-mail

You can then send this document via e-mail, and it can be read or printed, using the free Adobe Acrobat Reader, by anyone.