How to customise a report

Select the report to customise

Select the report you want to customise from the Reports menu. In the report form, click the Options button, and then when the report options form is displayed, click the Edit button. You will find that some reports include several different sub reports.

A sub report is a report embedded within another report. It usually prints a list of detail items, such as pay items within a pay advice. A sub report requires it's own data source, which can either be a primary data source, such as payees or payslips, or a secondary data source such as the pay slip items child data source within a pay advice data source.

Edit the report layout

The report edit form displays some basic information about the report, such as the report name, and data source. You will see tabs to select special data selection criteria, the report sort sequence, page layout (margins and page width), and printer setup.

Selection Criteria Click on the New, Edit or Delete buttons to edit the selection criteria and add, change or delete any extra conditions for the selection of records from the report data source. Note that data sources already have some basic selection criteria applied.
Sort Sequence Click on the New, Edit or Delete buttons to edit the sort sequence and add, change or delete any sorting of the data from the report data source. Note that data sources are already in a default sequence.
Page Setup The page margin and print width unit of measurement is a 'twip' which is 1/567 of an inch.
Printer Setup You can select a specific print tray from which the report is to be printed, a default number of copies (which can be over-ridden when the report is run), if the report is to be printed duplex (both sides of the paper, if your printer supports that), and if the page layout is to be portrait or landscape..

To customise the report layout, click the Edit Layout button.

Save report

When you click the OK button to save any changes you have made, you will be requested to select a file name for the customised report if this is the first time you have customised the report. If you were editing an existing custom report, the new report definition will simply over-write the old definition.