Unit Three - Simple Reports - Part One
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In Unit Three - Part One I'll discuss Lessons 35 and 36, Part Two covers Lessons 37, 38 and 39.

Unit Three introduces formatting for simple reports. You will create a variety of reports with a variety of components that will allow you to create correctly formatted documents for school and work. Along the way you will learn how to correctly references sources for your reports, including using quotations and creating reference pages.

New document style requirements and guidelines include the following:

  • Unbound Reports

    • Margins

    • Line spacing

      • Educational Reports

      • Business Reports

    • Font size

    • Numbered lists

    • Page numbers

    • Headings

      • Main headings

      • Side headings

  • Report Title Pages

    • Character spacing

    • Page borders

  • Leftbound Reports

    • Margins

    • Headers

    • Footers

  • Two Page Reports

    • Page numbers

      • Headers

      • Footers

    • Page breaks

    • Long quotes

    • Internal citations

    • References

New Word skills include the following:

  • Using Format Painter

  • Creating page borders

  • Controlling character spacing

  • Controlling page margins

  • Creating bulleted and numbered lists

  • Controlling the space between paragraphs

  • Creating headers and footers

  • Using line and page breaks

  • Using symbols and other special characters

  • Controlling indent attributers

    •  Using hanging indents

  • Adding page numbers to headers and footers

  • Inserting files into a current document

Lesson 35 - Unbound Reports with Title Pages

Format Painter

As you begin working with reports you will find that you are using the same formatting styles over and over again. For example you may decide you want to reformat an existing document by changing the font style of all the paragraphs from Times New Roman single space to Garamond double spaced. You could select all  the text in the first paragraph, changing the font style to Garamond and the line spacing to double, then select the second paragraph, changing the font style to Garamond and changing the line spacing to double, then the third paragraph.... You get the idea. Or you can use Format Painter to make your life easier.

Format Painter allows you to take the formatting of a paragraph, then copy just the formatting, and paste just the formatting to the remaining paragraphs. It works just like copy and past but only the formats are copied and pasted. Your book will walk you through the process step by step on page 113.

Format Painter allows you to copy and paste both character formats and paragraph formats.

NOTE:  In order to use Format Painter you should be clear on exactly what the word Paragraph means in Word, and the difference between paragraph formatting and character formatting.

In Word, every time you press the Enter key you create a new paragraph. This is a different way to think about paragraphs than you learned in English class.

A paragraph in Word may not even contain any text. For example, when you are creating a letter, you press Enter after the salutation and before beginning the body of the letter. You are actually creating a paragraph with no text.

In order to work with paragraphs, line spacing and Format Painter you should turn on the Show/Hide button. This will display all the characters that are in your document but not printed, like spaces between words, end of paragraph markers, and tab characters.

Turn on the Show / Hide button .  At the end of each paragraph you will now see a paragraph marker that looks like this:  ¶. Every time you see that marker, you know Word has created a new paragraph.

Paragraph formatting relates to things like line spacing, and indents.

        To apply paragraph formatting your insertion point must be in the paragraph you are working with.

Character formatting relates to things like making text bold, changing font size or color and changing the spacing between characters.

        To apply character formatting, you must select (highlight) all of the characters you want to work with.

 

Unbound Report Formats

On page 114 your book lists the requirements for a correctly formatted unbound report. Page 115 has an example of a one page report. Make sure you pay attention to the formatting for all the following components, you will use these same format standards for ALL unbound reports. I've provide you with notes on formatting reports below.

  • Blank space before Main Heading - Your book refers to this space as the top margin. This is not correct!!!!! Do not change the top margin. You will press the enter key until your insertion point is at about 2", just as you did when entering the date in a letter.

  • Side Margins - you actually don't need to make changes. Just accept the default of 1.25" or 1". Both are correct.

  • Bottom Margin - again, don't make changes, just accept the default of about 1".

  • Lists - both bulleted lists and numbered lists require some extra explanation. I've discussed these below.

  • Page Numbers - Remember the first page of multiple page reports does not show the page number. Page numbering starts at Page 2.

  • Headings

    • Main Heading: This is the title of the report. It starts about 2.1" from the top of the first page of the report. Again, do not change the top margin. You will center the text horizontally, key the text in all caps, and apply 14pt. and Bold character formatting. Double space after the main heading.

    • Side Headings: These are keyed in bold, and always start at the left margin. Use initial caps, this means that you capitalize the first letter of each main word in the heading. Double space before and after side headings.

Title Page

Page 114 of your book gives an example of a simple title page. You will use this format throughout the class to create title pages for a variety of reports.

All the components in the title page should have character formatting Bold and text size 14 pt applied. The title is keyed in all caps.

Press Enter 8 times between each component (you will end up with 7 blank paragraph markers between each component).

Center the page vertically, center each line horizontally.

Note:  Make sure you do not press Enter before keying the title. If you press enter before keying the title you will have extra blank paragraph markers above your text, when you center the page vertically these extra paragraph markers will make it look like someone pushed the text down.

All title pages you create for the course must contain the following information:

  • Title of the Report
     
  • Who the report was prepared for.
     
  • Who the report was prepared by.
     
  • The date the report was completed.

 

  

 

Page 117 introduces page borders and character spacing. Follow the directions to create a finished Title Page.

 

 

Lesson 36

In Lesson 36 you will practice creating left bound reports with bulleted and numbered lists.

Leftbound Report Formatting

When you create a leftbound report, you use all the same formatting guidelines you used to create a one page report, the only difference; you will change the left margin. Changing the margin from 1.25 to 1.5" is what makes a leftbound report a leftbound report.

That small increase in space on the left side of each page allows the printer of the report to bind it (for example spiral binding or stapling) without changing the appearance of each page.

Page 118 of your book gives step by step details on changing the left margin.

Bulleted and Numbered Lists

Often information is easier to read in a list, but only if the list is set up correctly.

Your book gives  you good instructions for setting up bulleted and numbered lists beginning on page 119. You can follow these directions. I do suggest you follow the instructions shown below for adding extra space between items in certain lists.

In this course you will use the following guidelines to set up both bulleted and numbered lists.

  • Use numbered lists when the information is part of a sequence.

  • Lists where each item is on only one line

    • Single space between each item

  • Lists where one or more items flows onto two or more lines

    • Add extra space so the space between each item looks double spaced.

For example, in the first list below, each item is no more than one line long, the list looks single spaced.

When the list contains items that need to  word wrap to the next line you would increase the spacing between each item so the list looks double spaced. However, you would maintain single spacing within each item. This format is shown in the list on the right below.

Correct Examples

Example: List where each item fits on a single line. Example: List with at least one item wrapping to the next line.
  • Item one is one line
  • Item two is one line
  • All are single spaced
  • Item one contains so much information that it wraps to more than one line

  • Item two is one line

  • Your list must look like it is double spaced between each item.

Because Word will automatically add a new bullet each time you press the Enter key, you must use a different method to get that double spaced look between items in a list. You may think you could highlight the list and change the line spacing to double (or 2), but this produces a list that looks like the following:

Incorrect Example

List with line spacing set to double space.
  • Item one contains so much information that it wraps to more than one line

  • Item two is one line

  • Your list must look like it is double spaced between each item.

Creating Correct Spacing in Lists

You may follow the directions on page 119 for creating a double spaced look between items, however I strongly suggest you use this method instead. It works much better and is more flexible:

  1. Create the list.

  2. Select the list.

  3. Select Paragraph from the Format menu.

  4. From the Paragraph dialog box, change the
    Spacing After: to 12 pt. See the example below.

  5. Click the OK button.

Your list should now have extra space between each item, but the spacing within each item is still single spaced.

Again, this is not the method in your book, it is however the best method for creating lists.

 

Summary

Well folks, this is the end of Part One of Unit 3. If you keep in mind you are trying to achieve reports with consistent formatting styles you should do very well in this Unit.

 

Send mail to l.slater@rvc.cc.il.us with questions or comments about this web site.
Copyright © 2004 Lydia Slater Instructor Rock Valley College
Last modified: 10/06/04