Note: The instructions below are for inserting a shape on a custom report in the Report Writer module.
On the Edit Report screen, click the Shape button, or select the Insert menu and then Shape.
Note: If the report to edit is not yet open, first complete the following: from the Report Writer screen, click on the name of the view group in the Report Groups List that contains the report for which to add a shape and click on the name of the report to edit in the Reports List (or click the Find button instead to search for the desired report); then click the Edit Record button located at the top of the screen.
Click at the location within the desired section on the report for where to add the shape, and drag and drop to the desired size of the shape.
The shape will appear in the designated section as a rectangle.
To change the type of the shape:
Click the object (shape).
Tip: After an object is selected, handles (boxes) will appear around the outside edges of the selected object. To select multiple objects for which to change the shape type at the same time, press and hold the Shift or Ctrl key and then select (click) all the desired items, or else click, drag, and drop a box (using your mouse) over all the desired objects. To select all objects within a section, click the title bar for the section and then press the Ctrl+A keys.
With the shape selected, click in the Style field under the Appearance section in the Properties List (located in the lower right corner of the screen) and click the down-arrow button to select the desired shape type (Rectangle, Ellipse, or RoundRect).
Resize, format, move, and align the shape as needed.
Tip: The following buttons (and corresponding options under the Format menu) are available to format a shape: Back Color button and Border button. Additional properties can be set for a shape using the following fields within the Properties List: Line Color, Line Style (Transparent, Solid, Dash, Dot, DashDot, or DashDotDot), Line Weight, Rounding Radius (only applicable for shapes with RoundRect set as the Style), and Optional (True or False).
Click the Save button.