Master Plans (9) Custom Text Report

Design your custom report here. It works by merging your design with preset merge fields.

Tip: Double click to format Tab stops and fonts to align Plan Steps & Plan Key Dates fields.

You can optionally click the Sample button to insert a merge report that you can then modify.

Insert a merge field by placing the cursor at the insert point, then clicking the Fields button. You will see a menu like the one shown. Simply choose the item you want.

Field Name	Value
Today	Enter's today's date in the date format specified in Tools\|General Options...
Plan Name	Enters the name of the Master Plan
Plan Date	Enter's today's date in the date format specified in Tools\|General Options...
Plan Key Dates	Enters a paragraph containing each of the key reference dates. Each line is separated by a hard carriage return. Each line's date and its description is separated by a Tab character - so you should use the Format\|Tabs menu item to set appropriate tab stops in order to make the columns align properly.
Plan Steps	Enters a paragraph containing each of the steps in the plan. Each line is separated by a hard carriage return. Each line's date, description, and person column is separated by a Tab character - so you should use the Format\|Tabs menu item to set appropriate tab stops in order to make the columns align properly.
Skip File	This is the name of the skip-dates file, excluding its path and extension.
Skip File Name	This is the name of the skip-dates file including its path and extension.

The menu will also display any additional fields that you specified on the Merge Fields page.