Last updated: 2025-12-02
PDF Reports - Disclaimers
PDF Reports - Disclaimers
)
The link for this help topic is:
In this Topic ShowHide)
- Overview
[Opening
the Disclaimers List](#MiniTOCBookMark4)
- [Creating
a Disclaimer](#MiniTOCBookMark5)
- [Viewing
or Modifying a Disclaimer](#MiniTOCBookMark6)
- [Deleting
a Disclaimer](#MiniTOCBookMark7)
- Viewing and Deleting Mandatory Office-Level Disclaimers
Adding an Optional Disclaimer to a Report
- Removing an Optional Disclaimer from a Report
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Overview
SmartOffice provides the ability to include disclaimers on the cover
page and/or other pages of a [PDF
report](/help/pro/pdf/reports/-/introduction).
There are two broad categories of report disclaimers: mandatory disclaimers
and optional disclaimers. Mandatory disclaimers are designated by an administrator,
and other users cannot change them. Optional disclaimers can be added
to reports by any user.
Disclaimer Basics
Opening
the Disclaimers List
The Disclaimers list displays all of the disclaimers that are available
for use in PDF reports. From the Disclaimers list, you can create, view,
modify and delete disclaimers.
To open the Disclaimers list:
-
Do one of the following from the SmartOffice side menu:
Select Reports >
PDF Reports to open the
Report Packages List. Then select PDF
List from the View drop-down list at the top.
-
Select Setup >
Report Setup to open the
Search Reports dialog box. Then click the Search
button to display the PDF Report List. This method is available
only for users who have the Crystal/PDF Report Administrator user
right (see User Setup).
-
Select Menu > Report
Disclaimers.
From the Disclaimers list, the user can create,
view,
or delete
disclaimers.
Note: Disclaimers that are highlighted
in blue were created in another office. These disclaimers can be modified
or deleted only from the office in which they were created.
Creating
a Disclaimer
-
[Open
the Disclaimers list](/help/pro/pdf/reports/-/disclaimers#Opening_the_Disclaimers_List).
-
Select Menu > New 'Dynamic Report Disclaimers' record
to open the new disclaimer dialog box.
-
In the Name field, type a descriptive name that will help users
identify the disclaimer in the Disclaimers list.
-
From the Disclaimer Type drop-down list, select one of the following
options:
Cover page disclaimer:
These disclaimers appear only on report cover pages (for reports
that have cover pages).
-
Disclaimer (last page or
footer): These disclaimers display either on a separate
last page or at the bottom of each page, depending on the [report
options](/help/pro/pdf/reports/-/report/options) selected.
-
Mandatory List Disclaimer:
This is a special disclaimer type used only for lists printed
from SmartOffice. It is not used for PDF reports. For more information,
see [Lists - Printing or
Exporting a List](/help/pro/lists/-/exporting/a/list).
-
In the Disclaimer field, enter the text of the disclaimer as
it will display in reports.
-
Click the OK button.
Viewing
or Modifying a Disclaimer
-
[Open
the Disclaimers list](/help/pro/pdf/reports/-/disclaimers#Opening_the_Disclaimers_List).
-
Click the name of a disclaimer to open it.
-
Make any changes if necessary.
-
Click the OK button.
Deleting
a Disclaimer
-
From the Disclaimers list, tag a disclaimer.
-
Select Menu > Delete 'Dynamic Report Disclaimers' record.
Note: If the user tries to delete
a disclaimer that has been designated as mandatory (see the next section),
SmartOffice warns the user that the mandatory designation will be
deleted as well.
Mandatory Disclaimers
Users who have the Crystal/PDF Report Administrator user right (see
User Setup) can designate disclaimers
as mandatory for all reports generated in the office or for specific reports.
This feature enables the administrator to standardize report disclaimers
across the office.
For All Reports in the Office
Office-level mandatory disclaimers appear in all reports generated in
the office. To designate a disclaimer as mandatory for all reports:
-
Open the Disclaimers list using the
Setup > Report
Setup method (see [Opening
the Disclaimers List](/help/pro/pdf/reports/-/disclaimers#Opening_the_Disclaimers_List)).
-
If the disclaimer does not already
exist, [create
the disclaimer](/help/pro/pdf/reports/-/disclaimers#Creating_a_Disclaimer).
-
Tag the disclaimer in the list.
-
Select Menu
> Designate as Office Level Disclaimers.
-
In the dialog box that opens, select
the appropriate option from the Disclaimer Type drop-down list:
Mandatory
Cover Page Disclaimer: Select this option to make the disclaimer
appear on the cover of every report in the office that has a cover
page.
-
Mandatory
Footer – Office: Select this option to make the disclaimer
appear at the bottom of every page of every report generated in
the office.
-
Mandatory
Last Page Disclaimer – Office: Select this option to make
the disclaimer appear on the last page of every report generated
in the office.
-
Click the OK
button.
For a Specific Report
Mandatory disclaimers can be added to a specific report through the
report's setup page.
-
[Open
a report’s setup page](/help/pro/pdf/reports/-/report/setup).
-
Under Mandatory Disclaimers, click
and select Select Mandatory Disclaimer(s)
to open the Disclaimer dialog box.
-
Tag one or more disclaimers, and then
click the OK button.
-
From the Disclaimer Type drop-down
list, select the appropriate mandatory disclaimer type:
Mandatory
Footer – Per Report: Select this option to make the disclaimer
appear at the bottom of every page in the report.
-
Mandatory
Last Page – Per Report: Select this option to make the
disclaimer appear on the last page of the report.
-
Click the OK
button.
Viewing and Deleting Mandatory Office-Level Disclaimers
Use this procedure to open the Mandatory Disclaimers list, which displays
all mandatory office-level disclaimers that have been designated. The
user can delete disclaimers from this list.
Note: Deleting a disclaimer from the
Mandatory Disclaimers list does not delete the disclaimer from the
system; it simply removes the mandatory designation from the disclaimer.
For information about deleting a disclaimer from the system, see [Disclaimer
Basics](/help/pro/pdf/reports/-/disclaimers#Disclaimer_Basics).
-
Do one of the following:
Select Reports
> PDF Reports to open
the Report Packages List. Then select PDF
List from the View drop-down list at the top.
-
Select Setup >
Report Setup to open the
Search Reports dialog box. Then click the Search
button to display the PDF Report List. This method is available
only for users who have the Crystal/PDF Report Administrator user
right (see User Setup).
-
Select Menu
> Mandatory Office Level - Report Disclaimers
to open the Mandatory Disclaimers list.
-
To delete a disclaimer from the list,
tag the disclaimer, and then select Menu
> Delete 'Mandatory Disclaimer(s)'
record.
Optional Disclaimers
Optional disclaimers can be managed from two different locations:
-
In the [report
options](/help/pro/pdf/reports/-/report/options) dialog box that opens when a user runs certain reports.
This can be done by any user running PDF reports.
-
In the [report
setup](/help/pro/pdf/reports/-/report/setup) for a report. This can be done only by a user who has the
Crystal/PDF Report Administrator user right (see [User
Setup](/help/pro/pdf/reports/-/user/setup)).
In either area, look for the Optional Disclaimers section, and then
follow the steps described in the following sections.
Adding an Optional Disclaimer to a Report
-
In the Optional Disclaimers section, click the Options
and select Select
Optional Disclaimer(s) to open the Disclaimer dialog box.
-
Tag one or more disclaimers to include in the report. If an
appropriate disclaimer is not listed, select Menu
> New 'Dynamic Report Disclaimers'
record in the Disclaimer dialog
box to [create
a disclaimer](/help/pro/pdf/reports/-/disclaimers#Creating_a_Disclaimer).
-
Click the OK button.
-
If one or more last page or footer disclaimers were selected,
specify where the disclaimers should appear in the report by selecting
the Bottom of Each Page or Separate
Last Page option. (Note that the location selected applies
to all of the disclaimers listed.) Selecting Bottom
of Each Page displays two additional options:
Normal Font Size:
This option displays the disclaimer using a standard font size.
With this setting, the disclaimer can be a maximum of two lines.
-
Small Font Size:
To accommodate disclaimers longer than two lines, select this
option to display the disclaimer using a 6-point font. This setting
allows the disclaimer to extend to a maximum length of 15 lines.
Removing an Optional Disclaimer from a Report
-
In the Optional Disclaimers section, tag a disclaimer.
-
and select Delete 'Report Disclaimers' record.
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