The top toolbar has very few options available. More options are available for each report.
To perform any actions on a particular report, right-click the desired report, either in the thumbnail gallery or the file tree pane. The context menu (shown above) contains a variety of options, many of which are self-explanatory, but are discussed below for clarity.
1 – Preview/Print this report
Displays a full screen preview window of the selected report. From here you can progress by clicking Print, to send to printer, save to PDF, or email as a PDF to a client or supplier.
2 – Edit Header/ Edit Footer
Quickly tweak the headers and footers of a report to choose which information you wish to display in them. You can add labels to say anything that you wish, and also pull in datafields.
from the current job, such as the customer’s name and address, which you’ve entered in orders details, or a whole host of statistics or dimensions of the current job, such as colour scheme, roof glazing material etc…
Clicking Edit Header or Edit Footer opens the editor window, which displays a preview of the header or footer, along with the design of your header and datafields selected.
You can change the layout, by increasing or reducing the number of columns from the drop-down menu. A border can also be added if required.
To remove any unwanted fields from the design, simply click and drag them beyond the limits of the header of footer section.
Similarly, to add new datafields onto your header of footer, scroll through the list in the right hand pane to find the data you want to display, then click and drag this into a position with which you’re happy.
The data you choose to display in the header/footer can be formatted by changing the text size and also aligned left or right to suit. Also, you may wish to add a caption in front of the any data displayed, to denote what the value relates to, such as External Span for example. Simply type this into the caption field.
3 – Edit This Report
Clicking this option opens the currently selected report in Print Designer. Editing the main body of reports has not changed in version 8.2. Please refer to previous documentation regarding editing reports.
4 – Copy This report
This creates a duplicate of the selected report. This option is ideal if you need two similar reports; just create a duplicate and make any minor adjustments to either the original or duplicate report. This saves you from having to create a new report from scratch.
5 – Properties
There are few operations you can perform within this menu:
A. You can rename reports.
B. Reports can be hidden; ideal if you don’t wish to display a report in your gallery, but don’t want to completely delete it, in case you require it in the future.
C. You can choose whether only real ancillaries* are displayed.
D. You can choose whether or not pricing explanation is displayed for zero priced items.
*Real ancillaries are those that are priced under the Ancillary category.
6 – Selected
Clicking this adds the current report into the Selected Prints pane. If the report is already
7 – Favourite
Just like the Selected option, the favourite option works in very much the same way. If you do make a report one of your Favourites, it’ll appear in the Favourites folder.
In the thumbnail gallery and the context menu (Right click menu), a yellow star denotes that the report is part of your Favourites.
To remove a report from your favourites, right click on the report and then click Favourite, the Star will now be greyed out and the report removed from your favourites folder.
8 – Regenerate thumbnail
If you change the design of a report drastically, you may want to update the gallery thumbnail image, click this to generate a new image.
If you are wishing to use existing or custom reports from an earlier version, once you have imported them, you will need to create thumbnails for the reports, following this procedure.