Hello and welcome to part two of our anytime learning Report Designer e-course.
My name is Sioned Roberts and I am one of the support technicians here at itas.
In today’s session we will cover navigation within the report, with the differences between the report in design mode and the report in preview mode and different sections within the report such as the toolbars, properties, report explorer, file explorer and variables.
So to start off with, navigation within the report. Here I have got the Sales Ledger Account Details report open in design mode. Standard report layouts are divided into five sections, represented by the banners across the report.
Okay so, moving away from design mode to preview mode is quite simple, all you need to do is click on view and preview. This shows the report exactly how it would be run when run from Sage 200. It brings up the criteria as if it was running from Sage 200, and we can just put a sample amount just for this video. This shows us all the pages from our report.
Now if you want to go back to design all we need to do is click view and design mode, but a quick way back is the small icon on the bottom right hand side of the screen which is a quick way back to design mode or preview mode.
Okay so, along the top of the report here, we’ve got our toolbar. First we’ve got ‘File’, this is to open, close, or create a report, as well as export, email or print. Second along the top we’ve got ‘Edit’, this is to copy, cut or paste sections within the report. Next is ‘View’ this shows all our panes on the right hand side, so at the moment we’ve got properties and report explorer, variables and file explorer, which we will cover later on. So if you can’t see them or you want to remove them you just select them or deselect them from the view menu. In ‘Toolbox’ here you can add images, text, boxes and lines into the report. ‘Sections’, we can add different sections as mentioned earlier, page header, report header, details they are the default sections. The ‘Report’ tool is where you change what data goes into the report, so we’ve got joins, add some new tables into our variables, and email settings. ‘Format’, to edit the format of the report, for example alignment, order or grouping. ‘Tools’, we can check spelling, data source manager and expression snippets. ‘Help’ is about Report Designer and links to the Sage help file and you can also check for updates.
For a number of different panes and toolbars you can use to edit your reports, first of all if we have a look at properties – just click on ‘View’ and properties. It brings up the section on the right hand side. Some of the key features we’ve got within properties, first of all if we go to ‘Criteria’ this filters the sort of information you have when running the report; you can edit existing ones or enter new ones. ‘Email Options’, this is all the settings for the configuration of emailing the report, from email signatures and the attachments on the email. ‘Export Options’, from here you can select which sections are included when exporting the report to Excel. One of the most useful ones I think would be ‘Suppress Printing’, and the two options we’ve got here and false or true and that just means whether or not it’s visible when printed.
The second pane we will look at today is ‘Report Explorer’, just on the right hand side here. If it is not already there, just go to view and then click on report explorer, which will bring it up. So this shows all the information that you’ve got within your report currently, this is regardless size or whether it’s visible on printing. Each page is a heading and by expanding that it will show you each section that is in a page and then each variable or item that is set within the report.
Another pane we’ve got right here is ‘File Explorer’, this shows us different reports we can open in different windows just by selecting a different layout, it will open up in a different window. If this section is not here just go to view and click ‘File Explorer’.
The last one we are looking at is ‘Variables’, these are all the tables we’ve got within SQL with the variables. From there we can drag and drop anything we want onto the report
Okay thanks for watching and listening to our Anytime Learning Sage 200 Report Designer E-course part two, I hope you’ve enjoyed and we would love some feedback if you get the chance to leave a comment. If you want any regular updates on upcoming courses, free guides or blog posts, please follow us on twitter @itassolutions.
Our next session will be session three and we’re covering how to copy a report, where to save it and default printers.