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Reports

The final, and most important, product of EstateVal is the report it produces. Each is accurate and complete, but also very flexible, allowing for numerous modifications to suit your tastes. Below are four ways you can change the look of your reports:

1. Size: The most dramatic change you can make to a report is its size. EstateVal can currently use two very different report layouts to display data: 80 Columns and 134 Columns. An 80-column report uses larger characters, but has less room to display columns. The 134-column report has small characters, but lots of room. You can change between the two from the Report Options Dialog.

2. Header: The header information printed on a report can also be modified, by changing parameters in the Report Options Dialog. You can include the title on the first page, or on each with the "Report Title on All Pages" setting. You can include or exclude the report type ("Date of Death," "Alternate Date," etc.) or the filename with the "Include Report Type" and "Include File ID" parameters, respectively. You can also change the text printed before the decedent's name from the default of "Estate of:" to anything you'd prefer, via the "Estate Name Label" option.

3. Zero Shares: You can also remove securities from the report if they have no shares, and thus, no value. If, for example, you have sold all of a particular lot by the Alternate Date, you may want to show the empty lot, simply to have a trail of where the original information went. Or you may not want to show it, because it only takes up space on the report, not affecting the total outcome. From the Report Options Dialog, set "Show 0 Shares on..." to your choice for each report type.

4. Font Weight: Finally, EstateVal lets you choose how heavy a typeface to print the report in. On some printers, 134-column reports appear in very thin characters, which can be especially difficult to FAX. Increasing the "Font Weight" setting in the Report Options Dialog allows heavier ink to be used.

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