Adding report data

Use the Report Layout tab to add information relating to the whole report, such as the title of the report and report totals.

Use the Page Layout tab to add fields to the body of your report, such as transactions for different accounts, and group these fields to add totals for each account.

Adding data fields

To add data fields to a report, from the View menu, select Data Fields to open the Data Fields Browser which is displayed on the left of your screen.

Select a business object from the drop-down list, for example, Ledger Line transactions which is contained in the Financial Transactions group of objects. This displays the data fields for the selected business object.

Note: You cannot change the business object once data items have been used in the report design.

Use the option buttons in the Data Fields Browser to display the available data fields in the order you prefer.

You can insert data fields onto the report by highlighting the field you require on the Data Fields Browser and either dragging the field and dropping it in the position you require on the report. Alternatively, you can select a data field from the Data Fields Browser then, from the Insert menu, select Field. Drag the selected field to where you want it and drop it in the required position in the report.

You can also copy fields already added to the report layout. Select a field then, from the Insert menu, select Field and drag and drop the copied field to the required position on the report.

Adding shared labels

To add shared labels to a report, from the View menu, select Shared Labels. The Shared Labels browser is displayed on the left of your screen.

Select a label from the groups of shared labels that are available. For example, select Currency Amount from the Currency group, Account Listing from the Report Description group, or Total for Period from the Aggregates group. Then move the cursor to the report canvas, right click and select Paste from the popup menu. Position the cursor where you want to place the label on the canvas and then click to drop the label in that position.

Note: You can toggle between the Data Fields Browser and the Shared Labels Browser by using the tabs below the browser in this section of the Report Designer window.

Adding special fields

Special fields are generic fields that can be used with any business object. For example, page numbers, report name, row number, and dates/times.

To add special fields to a report, from the View menu, select Special Fields. The Special Fields browser is displayed on the left of your screen showing the fields that are available.

Select a special field from those that are available in the Special Fields browser, for example Report Title, drag it to where you want it and drop it in the required position on the report.

Note: If you use a connection to SunSystems, the current period is the period set in SunSystems as the current period.