Defining the Content of a Report Layout

Last modified 08:06, 24 Apr 2017

Overview

A layout is composed of three structural areas.

  1. The headers, which store titles, column headings and so on.

  2. The detail area, which is the body of the report where all the data appears.

    The detail area of the layout is where all the data retrieved into a report is displayed. If you add fields to a report in the Change Report window, the layout is updated with. You can adjust the properties if you want in the Report Designer window.

  3. The footers, which are used to display sub totals and totals, and can be placed after each data group, after each page, and at the end of the report.

It’s also useful to recognise that headers and footers operate in pairs. A group header is logically matched with a group footer for example, and when you insert an additional header it inserts a matching footer.

The headers, footers and detail areas can hold various item types including text, data fields and/or graphics.

Topics in this Section

Topics
  • The report header holds the items that will appear at the commencement of a report. The report header title bar controls the height of the header area, and the background colour. You are able to use the tools to insert text and/or graphic items. The instructions to add items, edit their properties and apply styles to text are available in the How To topics listed below. These can be applied to header, footer and detail areas of a report layout.
  • Styles are an efficient way to apply a consistent look and feel to text items within a report. You can select and apply styles in the Report Designer page using the options in the Properties area using the 'ClassName' property in the Data category. Alternatively, you can simply use the Styles list which sits just above the Report Toolbox in the same window.
  • The page header holds items that appear at the top of each page within a report. As with the report header, the height of the page header and background colour are defined within the page header properties.
  • A group header is the feature that inserts headings for any or all groups within a report. In other words, if you choose to group data by the office name, the group header can display each office name as a header above that data as it appears within the report. Another way of saying this is that the group header appears in a report whenever the group header value changes.
  • The group footers have a logical relationship to the group headers within a layout. If you are working in the Change Report window, when you add a field or fields to group data within a report, then CCH Reporter assigns a group header and footer using that field name (for example, ghClient and gfClient, where Client is the name of a field). It follows that when you add group totals in the Change Report window, CCH Reporter adds those totals to the matching group footer. This simplifies the task of building a report layout. NOTE A saved report layout cannot be edited in the Change Reports window report; you risk losing some of the formatting features already included. You can make any changes to the properties of a group footer in the Report Designer window if you want. For example, you could bold the footer, or reposition it if the default does not suit your purposes. It is often easier to add grouping fields in the Change Report window and then adjust them as necessary in the Report Designer window.
  • Borders can be used to apply formatting through a report, although most commonly they are used to apply Subtotal and Total indicators to totalled values within a report. Borders are applied to an item in the Report Designer window. To apply or edit borders, click on an item in the detail area of the Report Designer window, then right–click to access the menu. The Format Border option is then available.
  • The page footer allows you to insert data, text or images in the footer area of each page within a report. You can use the Properties area in the Report Designer tab to adjust the properties, apply formatting and so on. The page footer may be used to insert page totals in a report. It is also typically used to apply page numbers to a report. In order to do this use the SummaryType property, also in the Properties area of the Report Designer tab.
  • The report footer area allows you to add a footer that is applied to the end of a report. Typically, this area is used to display totals for each column of numeric data in a report. It may also be used for other calculations and/or text items. Report footers are added and edited in the Report Designer page. NOTE The Properties for the ReportFooter title bar include a field called PrintAtBottom. By default, the value is set to 'False', meaning that data in this area of the report will print just below the end of the body of the report. If set to 'True', the report footer will print at the bottom of the last page in a report.
  • CCH Reporter includes various alignment tools so that you can fine tune the report for readability and presentation. For example, when used in conjunction with the standard justification options (that is left align, centre, right align and justify) the alignment options allow data to be visually aligned for ideal presentation. It makes sense to insert the required items in the header, detail and footer areas, and then to multiselect items that need consistent alignment.
  • You can collapse report figures into summary values such as hide the detail of the balance of each client and display a single line for each of the client partners. Ensure you are in the Change Report window and then click the Hide detail button. Note Each of the single values correspond to the group totals in the original report. The function relies upon grouping being on the report already. If there is no grouping on the report, only the grand total is displayed.
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