Order PowerView > Add Forms to Reports

Add Forms to Reports


Adding additional forms into your report is simple.  Just use the contents view to navigate out to the forms you want, drop them into your report, organize them, and you’re done.  Specifically, to add forms to your report…

  1. From either the Forms PowerView or the Order PowerView, click Contents in the toolbar.

  2. From the Contents window, find the form you want to add in to your report.  Depending on your preferences, you can find forms in one of several ways.
    • You can search for the form by typing a search phrase into the provided box and clicking Find.  If you want to search by form number, type a # sign followed by the form number without any spaces and then click Find.
    • You can scroll through the forms list and find the form based off of the folder organization. Just double-click any folder to expand it and show the available forms.
    • You can customize the Most Common (Custom) forms list to show your list of needed forms and simply jump to that when you access contents.  If you want to customize your Most Common Forms list, click the Click to Customize link and add in your favorite forms.
  3. If necessary, click the Preview link to the lower right corner to see a live preview of the selected form.
  4. When you locate the desired form, double-click it to add it to your report, or click and drag it across.
  5. On right side, the forms currently in your report are displayed. You can change the order of these forms by dragging them up or down the list. Or, use the Move Up and Move Down links.
  6. To remove a form from your report, select the form and click Delete.  Do not double-click the form in this case, as that switches WinTOTAL to the Forms PowerView with that form open.
      Note:  If you're removing a comps, rentals, or listings page, you must remove the forms in reverse order (i.e. a listings 1-3 page can't be removed before a listings 4-6 page).  
  7. If desired, you can change the name of this form for this report. Select the form and click the Rename link. Type a new name and click OK. Renaming the form here does not affect the default form name, but it is reflected in any future reports you may create by merging this report.
  8. At the bottom of the window is the option to keep the contents window open even after you click OK. If you have dual monitors or a particularly large display area, you may want to select this option so you can continue to add forms as necessary without calling up the Contents again.
  9. Click OK to return to the order form.