Report Header Design

The Report Header Design form can be opened from Report menu > Report Builder.  Once Financial Report Builder form is opened, go to Header & Footer tab and click the ellipse button in the Report Header Name field.  This form is used to configure the report header for your financial report.  Take note that Report Header information will only be shown on the first page of your financial report  at the top most part.

The record navigation buttons at the bottom of the form are used to move from one customer to another.  It also displays how many records are in the customers 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.

1.        The Header Name field is where you can enter the name of the report header.  This should hold a unique name so you can easily identify this from other report headers.

2.        The Description field next to the Header field is where you can add a description for the report header.

3.        The Description field in the grid area is used to enter the name or description of a part that can be shown in the report header.  To show the description in the report header, Custom type must be selected in the Type field.  Click the ellipse button on this field to open the Row Options form where you can configure its Font style and color and Row height and masking.  Use the X icon on this field to delete specific report header part.

4.        In the Type field select a type for the report header part.  Each is described below.

Custom - will show the value entered in the Description field on the report preview or printout.

DateRange - will vary on the Show Report Settings checkbox option, whether it is checked or unchecked.  This option can be found in the Financial Report Builder > Information tab.  If Show Report Settings checkbox is not checked, then it will get the date As of today or As of the business date set.  If Show Report Settings checkbox is checked, then it will show the date set in the As of Date field in the Financial Report Settings form.

DateTimeRange - will vary on the Show Report Settings checkbox option, whether it is checked or unchecked.  This option can be found in the Financial Report Builder > Information tab.  If Show Report Settings checkbox is not checked, then it will get the date and time As of today or As of the business date set.  If Show Report Settings checkbox is checked, then it will show the date and time set in the As of Date field in the Financial Report Settings form.

Page - will show a page number on the first page of the report. Example: Page 2

PageOf - will show a page number on the first page of the report as well as the the total number of pages.  Example: Page 2 of 5

PrintedDate - will show the date when the report was printed. Example: Monday, April 04, 2011

PrintedTime - will show the date and time when the report was printed. Example 6:05 AM

ReportDesc - will show the report description entered in the Financial Report Builder form > Information tab > Report Description box.

ReportTitle - will show the name of the report entered in the Financial Report Builder form > Information tab > Report Name field.

Segment filter group - will show the segment name selected in the Financial Report Settings form > Segment Filter field when printing reports.

5.        The Group field is used to specify from what row will the report header part be.  1 stands for the first row in the Report Header area, 2 is for the second row and so on.

6.        The Alignment field is used to specify the position of the report header part.

7.        The Width field is used to specify whether the report header part would take the entire page or just a column.

8.        The Column Name will only be used and be available when Column is selected in the Width field.  Use this field to specify the column you want the report header part be shown.  Column available here are those columns configured in the Column component for the report.

9.        The Sort buttons at the rightmost part of the form is used to sort and arrange report header parts as shown in the grid area of this form.  This does not have anything to do with how the report header parts be shown when printing/previewing your report.  It will still be the Group field's configuration that will be followed.

Toolbar Buttons

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

The New button will clear the form to allow a new report header to be added.

The Save button will save the selected report header.

The Find button will enable you to find for report headers.

The Delete button will delete the selected report header.

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

The Duplicate button will create a new duplicated report header.

The Close button will close the form.

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