Adding or Modifying Sets

Begin by choosing a Custom Listing from a Reports menu (often, but not always, found on a Listings submenu).The example below is an Individual Custom Listing from the Membership Reports > Listings menu, but Custom Listing reports are found throughout CDM+.

The report setup window will open.

If there are no existing sets in your CDM+ database, you will see a Create Set button in the lower half of the Custom Listing report setup window. Click the Create Set button, give the set a descriptive name and click OK.

If there are existing sets in your CDM+ database, you'll see them listed in the Set droplist field.

To create a new set of database fields to include in a listing, click the small Add button to the right of the Set field. Give the set a descriptive name and click OK.

Or, if there is an existing set on the droplist that you wish to use with changes, choose the Set from the list and click the small Modify button to the right of the Set field.

Modify Custom Listing Sets Window

Whether you click on Create Set, Add a new set or Modify an existing set, the Modify Custom Listing Sets window will open with that set selected in the Current Set droplist at the top left of the window.

On the Modify Custom Listing Sets window you may add, delete, rename and publish sets.

To create another set, click Add and enter a set description.

To delete a set, click Delete, select the set(s) to delete, click Delete and click Yes. Note that deleting a set will remove it from both exports and custom listing report setup windows.

To rename a set, select it from the Current Set list, click Rename Set and enter a new name.  

When you create a set in for a CDM+ custom listing or export, by default it will be fully available to all other users of your database. If you don’t want other CDM+ users to be able to modify or delete your set, click Publish once to de-select it (the icon will change from dark to light). Making this change limits other users to read-only access to your set.

Choosing Fields to Include in a Set

Once you’ve selected a set to configure, Available Fields that you can include on the set appear on the left side of the window, broken down by record type (displayed in red). In the Fields in Set column on the right, you will see the fields that will be included in the set, sorted in the order in which they will print.

To add a field to a set, drag it from the left list to the right list or double-click the field on the left list. Once you’ve added a field to a set, it disappears from the left list.

You can change the order in which fields will print by dragging them up and down within the right-hand list. To remove a field from a set, double-click it, drag it to the left list, or click once to highlight the field and press the Delete/Backspace key on your keyboard. Any of the actions will move it back to the Available Fields list on the left.

If you’d like a field to have a different description of the field in the report header, click once to highlight the field and click in inside the Custom Name field to the right. Type your replacement name. The field’s original name will appear in parentheses after your custom name in the Fields in Set column. To use the original name, rename it to use the original name. Giving a field a Custom Name only affects this particular custom listing report.

Field names with an asterisk (*) before them have additional parameters you may set. In the example above, the Full Individual Name field has multiple options to choose how the name displays in the report. Check the appropriate box or boxes. 

Adding Blank Columns

You can also add blank columns to the custom listing, perhaps to provide space to check off lines or write in information. To add a blank column, click the Add Blank Field icon, enter a name for the blank column and click OK.

Load Defaults

Click on Load Defaults to load a default set of database fields in the Fields in Set column. The default fields are hard-coded into CDM+ and will vary depending on the CDM+ program in which you are working. Clicking on Load Defaults can be a helpful starting point in creating a new set; you can delete any of the default fields and add other fields as you wish. 

Setting Field (Column) Width

If you select the Force columns to fit on 1 page option on the Custom Listing Columns tab of the report setup window (above), you can control the column widths by clicking Widths on the Modify Custom Listing Sets window. Drag the vertical dividers between columns to give more or less space to a column.

If you want to force a column’s contents to print on one line (ideal for dates or numbers), double-click the column and it will appear gray. To allow the column to use multiple lines, double-click it again and it will turn white. Click Reset to set the column widths back to use multiple lines and be equally spaced. Click OK to save your change and leave the window. Click Cancel to leave the window without saving your changes.

Click Close when finished working in the Modify Custom Listing Sets window. Your changes will be saved.