How to add lines and boxes to reports

Summary

Using Sage Report Designer, you can tailor your reports to suit your individual company needs. This article explains how to add lines and boxes to your reports and provides information about the formatting options available.

Answer

These are the basic steps that explain how to add lines and boxes to your report. They include:

  • To open your report in Report Designer
  • To add lines or boxes to your report

To save the changes to your report

To open your report in Report Designer

1. Open the required module > Tasks pane > click the reports option > select the required report > click Edit.

Sage 50 HR 2010 v3.0 and below – Open the required module > Tasks pane > click the reports option > select the required report > click Open.

2. Properties pane > Name > enter a new description for the report > Enter.

To add lines or boxes to your report

1. Toolbox > Line or Box.

2. Click the document at the point you want your line or box to start > hold the left mouse button down > drag the line or box to the required size > release the mouse button.

3. Toolbox > Pointer.

4. If required, select the box or line > Properties pane > amend properties as required > click a blank area of the design.

To save the changes to your report

1. File > Save As > if required, change the location to save the report to, for example, Employment.

2. File name > enter a new file name > Save > File > Exit.

Note: If you can’t see any of the Sage Report Designer panes mentioned in this article, for example the Properties pane, open the View menu and choose the required pane. If the pane does not appear, to reset the Sage Report Designer desktop view to its default, open the Tools menu, choose Options then select the Reset Settings check box. For these settings to take effect, you must close and reopen Sage Report Designer. You can then open the required panes from the View menu.

To open your report in Report Designer

To open a report in Sage Report Designer, from the navigation bar, click the required area, for example, Appraisal, then from the Tasks pane, click the relevant Reports option, for example, Appraisal Reports.

In the Reports window, from the right-hand pane, select the required report.

To open the report in Sage Report Designer, from the Reports toolbar, click Edit.

Sage 50 HR 2010 v3.0 and below – To open the report in Sage Report Designer, from the Reports toolbar, click Open.

Note: If the Open Company window appears, select the required company, click OK, enter your logon details for that company, then click OK again.

In the Properties pane select Name, enter a new description for the report then press Enter.

You have now opened your report in Report Designer and entered a new report description. You can now add lines and boxes to your report. For further information, please refer to the following sections.

 To add lines or boxes to your report

From the Toolbox pane, click either Line or Box.

Tip: If you have chosen to auto-hide any of your Report Designer panes, the name appears in orange to the left or right of your window. To expand a pane, click on it’s name. If you have closed any of your Report Designer panes, to open them, from the View menu, choose the relevant pane.

Click the document at the point where you want your line or box to start, hold the left mouse button down and drag the line or box to the required size, then release the mouse button.

Note: The size of the line or box can also be set within the Properties pane. For further information about this, please refer to the section The Properties pane, later in this article.

From the Toolbox pane, click Pointer.

If required, to amend the properties, select the box or line then from the Properties pane amend the settings as required. For further information about this, please refer to the following section The Properties pane. To confirm the new settings click any blank area of the design.

You have now added a line or a box and should make any further changes required then save your report. For further information about how to save the amended report, please refer to the section To save the changes to your report later in this article.

 The properties pane

The Properties pane shows the properties of the object currently selected on the report design. The options available vary depending upon the type of object selected.

Note: To modify an option, click the finder button to the right of the option name.

The following options apply to a box:

Background Choose the style, then amend any relevant options you want for the background of the box.
Border Choose the border style options for the box.
Conditional Formatting Choose any Conditional Formatting to be applied to the box.
Print On First Copy Only To print the box only on the first printed copy of the document, select True. To print the box on all copies select False.
Style Apply any required styles to your box.
Suppress Printing To stop the selected object from printing and appearing on the preview choose True or to allow the object to print, choose False.
Drill Down Set the Drill Down properties for the box.
Locked To lock the position of the box, choose True or to unlock the position, choose False.
Visible To make the box visible, choose True, or to make it invisible, choose False.Note: If you choose False, to make the box visible again once you have moved away from it, locate it via the Report Explorer pane then change the Visible property back to True.
Name Enter a design name for the box.
Dimension To expand the area, click the plus sign. The following options are available:

  • Height – Choose the required Height for the box.
  • Width – Choose the required Width for the box.
Linked Dimension Choose whether you want the dimensions of the box to be linked to another object on the report.
Linked Dimension Anchor Shows which dimensions of the box are linked via the Linked Dimension property.
Linked Position Choose whether you want the position of the box to be linked to another object within the same section.
Linked Position Anchor Shows the sides of the box that are linked via the Linked Position property.
Location To expand the area, click the plus sign. The following options are available:

  • X – Shows the horizontal position of the box within the current section.
  • Y – Shows the vertical position of the box within the current section.
Conditional Formatting Choose any Conditional Formatting to be applied to your line.
Line Style Contains the Style, Colour and Width of the line.
Print On First Copy Only To print the line only on the first printed copy of the document select True. To print the line on all pages select False.
Suppress Printing To stop the selected object from printing and appearing on the preview choose True or to allow the object to print, choose False.
Drill Down Set the Drill Down properties for the line.
Locked To lock the position of the line, choose True, or to unlock the position choose False.
Visible To make the line visible, choose True or to make the line invisible, choose False.Note: If you choose False, to make the line visible again once you have moved away from it, locate it via the Report Explorer pane then change the Visible property back to True.
Name Enter a design name for the line.
End To expand the area, click the plus sign. The following options are available:

  • X – Shows the horizontal position of the end of the line within the current section.
  • Y – Shows the vertical position of the end of the line within the current section
Linked Dimension Choose whether you want the dimensions of the line to be linked to another object on the report.
Linked Dimension Anchor Shows which dimensions of the line are linked via the Linked Dimension property.
Linked Position Choose whether you want the position of the box to be linked to another object within the same section.
Linked Position Anchor Shows the sides of the box that are linked via the Linked Position property.
Start To expand the area, click the plus sign. The following options are available:

  • X – Shows the horizontal position of the start of the line within the current section.
  • Y – Shows the vertical position of the start of the line within the current section.

 To save the changes to your report

To save the changes to your report, open the File menu and choose Save As.

From the Save As window, in the File name box, enter a file name for your amended report.

The Save As window displays the current location of the report. If you want to save your report in an alternative folder, browse to the required folder.

To save the report, click Save.

To close Sage Report Designer, open the File menu and choose Exit.

You have now saved the changes to your report.

 Version

Sage 50 HR 2007 and above

For further advice or technical queries

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