Create Report Header

This procedure is used to create a report header. The header is a template that determines the appearance of a report, as well as where and how the report is printed.

A report template may be very simple in its structure and can be easily copied to create new types of reports.

Before You Start

  • All prerequisites specified in the Report Definition process must be met.
  • If you want to limit access to the report to certain users, an object access group must be defined in ‘Object Access Group. Open’ (CRS006).
  • If you want the report to retrieve information from a certain budget, the budget must be defined in ‘Budget. Open’ (BUS100).
  • If you want the report to display amounts in a currency other than the one normally used for the company, the currency must be defined in ‘Currency. Open’ (CRS055). The exchange rate used must be defined in ‘Exchange Rate Type. Open’ (CRS056).

Follow These Steps

  1. Start ‘Report. Open’ (RGS600/B). Set the panel sequence to EFGH.

  2. Specify an identity and name for the report. If necessary, specify a search code that later can be used to facilitate the search of specific reports, and an object access group. Select New.

    Specify General Information (Panel E)

  3. On the E panel, specify the balance key and also if the balance key should be fixed or free, that is, if it should be possible to enter other balance keys on the individual lines.

  4. Specify the length of the line text field, that is, the text field displayed furthest to the left for each line in the report (mandatory).

  5. If necessary, specify whether the values on the line should be reversed, which type of lines are to be printed and whether a summary report is to be printed after all detail reports. Press Enter.

    Specify Report Layout and Printout (Panel F)

  6. On the F panel, specify the information that determines the report’s layout and printout, that is, form, font, orientation, lines per page, characters per line, font and font size, whether output should be held and whether it should be saved, left margin, number of copies, start line header and footer, out queue, page numbering method, front page and how many blank positions should be used after each column.

  7. If you want to be able to review the report online and/or export the report to a PC, specify a PC file suffix. If you do this, specify also if the report should be split per break identity, enabling you to limit user access to only parts of the report. Press Enter.

    Define Contents of Page Header and Page Footer (Panel G)

  8. On the G panel, enter the text or specify a code that will make up the report’s page header and footer. Press Enter..

    Define Pre-Selected Information for Report (Panel H)

  9. On the H panel, From and To fields for the balance key fields are displayed. If necessary, use these fields to limit the selection of information that will be included in the report.

  10. If the information is to be retrieved from a budget, specify the budget number and version.

  11. If you want the amounts to be displayed in another currency, specify the currency and also the exchange rate type to use for the calculation. Press Enter.

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