How do I format my report?

You can format the look of the report by changing the font styles.

 

To customize columns

1. Once you have selected the desired fields from the Listing Definition/Payroll Listing tab, click the Field Details tab. The first field name selected in the Listing Definition/Payroll Listing tab appears in the Fieldname drop down list and as the column's Heading.
2. Alter the Column Width, Field Width and Separation to the desired setting.

     Note:

   The Separation setting adds character space between the fields.  

3. In the Heading field, change the name if necessary. 
4. Align the heading to the Left, Centre or Right.
5. Continue to include a Subtotal, Total and select a Repeat type, if necessary. 
6. Save and run the report. 

 

To format fonts

1. Navigate to the Field Details tab in the report definition's window. 
2. Click the Style... button. The Font window appears. 
3. Select the desired fonts. 
4. Click the OK button. The font styles are applied to the report.

To create a cover page

1. Enter text that identifies the report in the Free Text field. 
2. Enter the From and To names, if necessary. 
3. Enter the alignment/function characters, then the header text in the Header field. 
4. Enter the alignment/function characters, then the footer text in the Footer field. 
5. Browse for an image, if necessary. 
6. Determine where to place the image, if necessary. 
7. Set the page Orientation, if necessary. 
8. Check the Header Page option.
9. Click the OK button. You are returned to the Reports window.
10. Run the report. The  Header... button appears active on the generated Report screen. 
11. Click the Header... button. The cover page appears detailing the report's name, who created the report, and when it was generated.  

To create a header and/or footer

1. Enter the alignment/function characters, then the header text in the Header field. 
2. Enter the alignment/function characters, then the footer text in the Footer field. 
3. Browse for an image, if necessary. 
4. Determine where to place the image, if necessary. 
5. Set the page Orientation, if necessary. 
6. Click the OK button. You are returned to the Reports window.
7. Run the report. The customised Header and/or Footer appears in the report.
   

To define the sort order

1. Navigate the Reports window.
2. Click the Sort tab.
3. Select the desired field in the Fields pane. 
4. Click the Add> button. The field appears in the Sort Order pane.
5. Continue to add the desired fields to the Sort Order pane, in the appropriate order until the list is complete.
6. Select whether you wish the fields to sort in either an Ascending or Descending direction.
    
7. Insert a break, if necessary. 
8. Click the OK button. 
9. Run the report. The columns are sorted accordingly.