Note: The instructions below are for inserting a database field or existing formula on a custom report in the Report Writer module.
Click the applicable tab for the field or formula to insert into the report in the Fields List located in the upper right corner on the Edit Report screen. Click the Fields tab to insert a typical database field. Click the Formulas tab to insert an existing formula created within the specified report group (query or view group). Click the Variable Fields tab to insert a variable field, which is a field that requires data to be selected in order to generate the report, such as the Processing Month field. Click the System Fields tab to insert a field from one of the System Files in the School Accounting System, such as the main System File or the Payroll System File.
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 for which to add a field or formula and click on the name of the report to edit 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.
On the selected tab in the Fields List, select the file that contains the field to insert by clicking once on the box (plus sign) in front of the file name or double-clicking on the file name, and then click on the desired field or formula name.
With the field or formula selected, click, drag, and drop the field or formula to the desired section and location on the report.
The field or formula will appear in the designated location. A text field or formula will appear as an object filled with Xs, a numeric field or formula will appear as an object with #s and 0s, a date field or formula will appear as an object using the default date format (for example, mm/dd/yyyy), and a boolean (true/false) field or formula will appear as an object using the default true/false format (for example, X/).
Resize, format, move, and align the field or formula as needed.
Tip: The following buttons (and corresponding options under the Format menu) are available to format a database field or formula: Bold button, Italic button, Underline button, Font Settings button, Align button, Back Color button, Fore Color button, and Border button. Additional properties can be set for a database field or formula using the following fields within the Properties List: Vertical Alignment (Top, Middle, or Bottom), Can Grow (True or False), Can Shrink (True or False), Optional (True or False), Output Format (to select the date format for date fields or formulas; to select the true/false style for boolean (true/false) fields or formulas; or to select the negative style format, number of decimal places, and whether to display a comma or dollar sign for numeric fields or formulas), Hide If Zero (True or False; only applicable for numeric fields or formulas), and Summary Func (Sum, Avg, Count, Min, Max, DCount, or None; only applicable for numeric fields or formulas).
Click the Save button.