Financial Report Builder

The Financial Report Builder can be opened under Report menu > Report Builder.  This form is used to build a financial report out of the created rows and columns in the Row Designer and Column Designer forms.  You will also be able to configure the page setting, report header and footer and page header and footer for your report.    Once these have been configured, you can use the Generate button to generate your report.

This form can be used to add or edit financial report's configuration.  To add new financial report with a new configuration , simply click the New button at the top of this form.  If you need to edit existing financial report configuration, just select the record you want to edit and make any necessary changes to the fields for that record.  

The record navigation buttons at the bottom of the form are used to move from one financial report to another.  It also displays how many records are in the Financial Report Builder form and what record you are currently on.  Clicking on one of the buttons will navigate you through your existing data.  You may use the Find button to find a specific record.

Information tab

The Information tab is where you will have to select a row and column component.  All fields shown on this tab will be explained below.

1.        The Report Name field is used to enter the2 name of the report.

2.        The Report Description box gives you a space where you can enter a description for your report.  If you will be using VisionCore's Default Header, i.e. when Show Default Header checkbox is checked, anything that is entered on this field will not be shown in the Report.  This is patterned to VisionCore's default reports, where selected report's Description is only shown in the Description box of the Report Manager when the report is selected as well as in the Report Criteria form but not on the report itself.

 However, for reports that use custom header and footer, i.e. Show Default Header checkbox is not checked, the report description entered on this box will be shown when previewing or printing a report.

3.        In the Components area, you will need to select the Row Component and the Column Component for the report.  Use the ellipse button next to these fields to open the row or column setup.

3.        The Show Default Header checkbox is used to enable/disable VisionCore's Header from showing up on the report.  This option is enabled by default.

4.        The Show Red Line on Preview checkbox gives you the option to see the printable area on your report using the red line as an indication.

6.        The Show Report Settings will display the Report Settings form before generating the report.

Page Settings tab

The Page Settings tab will allow you to set report orientation and margin.

The Top, Bottom, Left and Right fields are used to set the report's margin.  Setting 1.0 here is equivalent to 1 inch of margin.  While Gutter field is used to add an extra space at the left part of your report.  This is best used if you will be binding your report like a book or magazine.

The Orientation option is used to set whether to print the report vertically (Portrait) or horizontally (Landscape).

Header & Footer tab

The Header and Footer tab gives you the ability to customize the headers and footers that you want to be displayed on your report.

Page Header

The Page Header area is used to assign the page header that appears at the top of each printed page, within the top margin set.

1.        The Header Name field is where you assign or select the page header that is available in the Page Header Design form.  Click the dropdown button on this field to show available page headers.  Click the ellipse button to open, review or edit the selected page header.  If this field is blank, clicking the ellipse button will open the Add New Page Header form where you can enter new Header Component name and description.

2.        The Description field is a read-only field that will show the description of the selected page header.

3.        The Show Page Header checkbox when checked will use the assigned page header for the report.

Page Footer

The Page Footer area is used to assign the page footer that appears at the bottom of each printed page, within the bottom margin set.

1.        The Header Name field is where you assign or select the page footer that is available in the Page Footer Design form.  Click the dropdown button on this field to show available page footers.  Click the ellipse button to open, review or edit the selected page footer.  If this field is blank, clicking the ellipse button will open the Add New Page Footer form where you can enter new Footer Component name and description.

2.        The Description field is a read-only field that will show the description of the selected page footer.

3.        The Show Page Footer checkbox when checked will use the assigned page footer for the report.

Report Header

The Report Header area is used to assign the report header that appears at the top of the first page of the report, below the top margin set.

1.        The Header Name field is where you assign or select the report header that is available in the Report Header Design form.  Click the dropdown button on this field to show available  report headers.  Click the ellipse button to open, review or edit the selected report header.  If this field is blank, clicking the ellipse button will open the Add New Report Header form where you can enter new Header Component name and description.

2.        The Description field is a read-only field that will show the description of the selected report header.

3.        The Show Page Header checkbox when checked will use the assigned report header for the report.

Report Footer

The Report Footer area is used to assign the report footer that appears at the bottom of the first page of the report, above the bottom margin set.

1.        The Header Name field is where you assign or select the report footer that is available in the Report Footer Design form.  Click the dropdown button on this field to show available report footers.  Click the ellipse button to open, review or edit the selected page footer.  If this field is blank, clicking the ellipse button will open the Add New Report Footer form where you can enter new Footer Component name and description.

2.        The Description field is a read-only field that will show the description of the selected report footer.

3.        The Show Report Footer checkbox when checked will use the assigned report footer for the report.

Toolbar buttons

Toolbar Buttons perform an action on the current record like adding, deleting or closing.

The New button will clear the form to allow a new Financial Report to be added/built.

The Save button will save the selected financial report.

The Find button will enable you to Find Financial Reports.

The Delete button will delete the financial report.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Accounts button will open the Account Monitor form where you can check for accounts that are not being used by the selected report.

The Generate button will allow you to see how the financial report will look like when printed.

The Close button will close the Financial Report Builder form.

Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.