Steps to Copy a ReportNote: Below are the steps to edit a custom report in Report Writer. If desired, standard reports can be copied and modified to fit the needs of the district.
From the Edit Report screen for the selected report, make the desired changes to the report.
Note: If the report to edit is not yet open, first complete the following: from the Report Writer screen, click on the name of the view group in the Report Groups List that contains the report to edit and click on the name of the report in the Reports List (or click the Find button instead to search for the desired report); then click the Edit Record button located at the top of the screen.
To edit the name of the report, or the margins, orientation, and paper size, change the report settings.
Steps
to Change Report Settings
To edit the report categories and screens within the School Accounting System where the report is listed (can be accessed), change the categories/screens.
Note: The categories/screens can be changed for standard reports, if desired.
Steps
to Change Categories/Screens
Edit the information to be printed in the Page Header section, or suppress the Page Header section so that it does not print, if desired. Insert special fields, database fields, labels, lines, shapes, or images into the Page Header section, as desired, and then resize, format, move, and align the items (objects) as needed.
Note: When creating a new report, the system automatically includes six standard header fields in the Page Header section, but the fields can be changed or deleted, if desired. The six standard header fields include the system field from the database for the organization name and the special fields of Report Name, Page Number, Print Date, Sub Heading, and User ID.
Tip: If the standard header fields are not centered within the Page Header section, click the Adjust Header Fields button to align the standard header fields correctly within the Page Header section. If the Page Header section is not needed, suppress the section so that it does not print by first clicking the title bar for the section and then selecting False in the Visible field under the Behavior section in the Properties List.
Steps
to Insert a Special Field
Steps
to Insert a Database Field or Formula
Edit the information to be printed in the Detail section, or suppress the Detail section so that it does not print, if desired. Insert special fields, database fields, formulas, labels, lines, shapes, images, subreports, or barcodes into the Detail section, as desired, and then resize, format, move, and align the items (objects) as needed.
Tip: If the Detail section is not needed, suppress the section so that it does not print by first clicking the title bar for the section and then selecting False in the Visible field under the Behavior section in the Properties List.
Edit the information to be printed in the Page Footer section, or suppress the Page Footer section so that it does not print, if desired. Insert database fields, formulas, labels, lines, shapes, images, subreports, or barcodes into the Page Footer section, as desired, and then resize, format, move, and align the items (objects) as needed.
Note: Initially, the height for the Page Footer section will be set to zero (0), and the section will need to be resized prior to inserting any objects into the section.
Tip: If the Page Footer section is not needed, leave the height set to zero (0) if there are no objects in the section, or else suppress the section so that it does not print by first clicking the title bar for the section and then selecting False in the Visible field under the Behavior section in the Properties List.
If desired, add the Report Header and Report Footer sections to the report, and/or edit the information to be printed in the sections. To add the Report Header and Report Footer sections, select the Insert menu and then Report Header/Footer. The Report Header and Report Footer sections will be included on the report. If one of the sections is not needed, suppress the section so that it does not print. Insert database fields, formulas, labels, lines, shapes, images, subreports, or barcodes into the Report Header and Report Footer sections, as desired, and then resize, format, move, and align the items (objects) as needed.
Tip: If the Report Header or Report Footer section is not needed, suppress the section so that it does not print by first clicking the title bar for the desired section and then selecting False in the Visible field under the Behavior section in the Properties List.
If desired, add groups to the report, remove groups, and/or edit the information to be printed in the Group Header and Group Footer sections. Insert database fields, formulas, labels, lines, shapes, images, subreports, or barcodes into the Group Header and Group Footer sections, as desired, and then resize, format, move, and align the items (objects) as needed. Also, utilize the Properties List (located in the lower right corner of the screen) to change the defined properties for the Group Header and Group Footer sections, if desired.
Tip: If the Group Header or Group Footer section is not needed, suppress the section so that it does not print by first clicking the title bar for the desired section and then selecting False in the Visible field under the Behavior section in the Properties List.
If needed, add report parameters to the report, or change or delete report parameters.
Steps
to Add a Report Parameter
Steps
to Change a Report Parameter
Steps
to Delete a Report Parameter
If needed, add a filter records formula to the report, or change the filter records formula.
Steps
to Add a Filter Records Formula
Steps
to Change a Filter Records Formula
If needed, add report selections to the report, or change or delete report selections.
Steps
to Add a Report Selection
Steps
to Change a Report Selection
Steps
to Delete a Report Selection
After all the changes have been made, click the Save button.