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.
Preparation
Procedure
- Add report fields to a data collection
If you want to create a report containing Profit data, you must include the corresponding fields in the report's data collection. Next, you position the fields in the report layout.
- Put fields in the layout
You position the fields in the report layout.
- Format fields
This topic deals with the field properties you use to define the way the data is presented.
- Specify the format, page orientation and margins
In the document settings, you specify the paper size, the orientation and the margins. A report with a landscape orientation layout, can fit more fields side by side in the layout.
- Dat_Velden op een rapport positioneren
You can position fields in a report with the arrow keys, but there are also some other tools to facilitate your work.
- Align report fields
The report generator has some useful buttons for field alignment, so the fields are neatly arranged side by side or one below the other.
- Specify the background colour of the detail section of a report
You can specify a different background colour for each section in a report.
- Include an image in a report
You can include an external image, such as a logo, in a report layout. An image can be located anywhere, but the most logical place is usually in a header or footer.
- Format the header using document fields
The page header is shown on every page, the document header is only shown on the first page.
- Format the footer using document fields
The page footer is shown on every page, the document footer is only shown on the first page. You can use the page footer, for example, for the page number, the print date and time, and the title of the report.
- Place wage summaries, wage components and calculation bases in reports
You can include the values from the salary processing in a report or analysis. The values from the salary processing consist of wage components, calculation bases or parameters. In addition, you can also include values from wage summaries.
Example:
You want to analyse the pension data for the preceding year. For this purpose, you add a new analysis in which you include the values of the premium basis, premium amounts, pension calculation basis and parameters.
You can only include values from the salary processing in certain data collections.