Configuring a report
You use the Report generator to add and change reports. You determine the contents and the layout of the report.
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Description
A report is based on a data collection, which is a subset of the fields in the Profit database. You determine the layout of the report and you can use groups, subtotals, totals to carry forward, etc. in the report.
In a (main) report you can include sub-reports, that allow you to include data from other data collections or to present data in a way different from the main report.
Layout of a report
Every report has a default layout that consists of the following sections:
- Document header and footer
Profit shows the document header at the top of the first page and the document footer at the bottom of the last page.
You can use the document header, for example, for important general information and the document footer for totals for the entire report.
- Page header and footer
Profit shows the page header at the top of each page. You can use it, for example for the report title. On the first page, first the document header is shown and then the page header.
The page footer is at the bottom of every page. You can use it, for example for the print date and the page number. If you have also created a document footer, it is displayed on the last page above the last page footer.
- Detail section
The data from the Profit database that you want to display in the report. These could be entry lines, outstanding debtor items, organisations, etc. Certain general data (such as the name of the environment ) can also be included in a header or footer, but the actual administrative data are in the detail section.
You can add extra groupings, which allow you to bundle data and add subtotals. For example, in a report with outstanding items you can group the data by debtor. That way, the report will show all outstanding items per debtor and you can add a subtotal per debtor.
Procedure
- Add a report
A large number of default reports is supplied with Profit. These reports have the addition (Profit) in their name. You cannot change the default reports.
- Set up a simple report
You position the required fields in the report layout and format them. In addition, you lay out the header and footer.
- Display the print preview of a report
You can quickly check a report by displaying a print preview.
- Group, sort and totalise
You can group the data in a report to make it easier to read. You can sort the grouped data and calculate totals, the average, the highest value and the lowest value.
- Expand a report using sub-reports
A report is always based on one specific data collection, but you can expand a report using sub-reports that are based on other data collections.
- Function fields in reports
You add function fields to perform calculations in a report. That also means that in configuring a report, you are not limited to the fields in the data collection.
- Report script
Using a report script, you can add programming to the report, for example because you want to use fields that are in different sections of the report.
- Report generator hotkeys
This is an overview of the hotkeys you can use in the Report generator.
- View the report properties
The properties of a report tell you, among other things, who viewed this report last.
- Print labels
You can print labels and envelopes directly from Profit using the Report generator.
- Replace fields in a new build
After installing the new Version or Build of Profit, you may have to update the report layouts. If that is required, you will see a message on your screen.
- Report set
A report set is a bundle of reports that you can print all at once.