A report design is divided into sections. Different data fields can be added to specific sections.
- Report Header - prints at the top of the first page of a report
- Page Header - prints at the top of every page of a report
- Item Detail - prints line item information (Product Detail, Option Detail and Attribute Detail)
- Grand Total - prints the grand total
- Page Footer - prints at the bottom of every page
- Report Footer - prints at the bottom of the last page
In addition, you can group data in the report and display Group 1 Header and Group 1 Footer sections.
Show or hide a section
From the Report menu, select Sections, then select the section you want to display.
Or, click the section icon on the Report toolbar.
| Icon | Description |
| Show or hide the Report Header section of the report | |
| Show or hide the Page Header section of the report | |
| Show or hide the Product Detail section of the report | |
| Show or hide the Option Detail section of the report | |
| Show or hide the Attribute Detail section of the report | |
| Show or hide the Grand Total section of the report | |
| Show or hide the Page Footer section of the report | |
|
Show or hide the Report Footer section of the report |
Resize a section
- Hover the mouse pointer over the top or bottom edge of the section:
Example - resize from the top:
Example - resize from the bottom:
- Drag the mouse to resize.
Section properties
Use Section Properties to modify the appearance of a section. From the Product Detail's section properties you can also check to show price adjustments or control the display of outline and standard levels.
Different tabs are available in the Section Properties dialog, depending on where it is called from:
Click on the Report toolbar. The Section Properties dialog opens with the tabs Report Header, Report Footer and Item Detail.
Click on a section and then click on the Report toolbar.
Only the tabs applicable to that section are displayed. For instance, from the Product Detail section, the Section Properties displays the Item Detail, Common and Fields tabs.
Reports Header tab
- Click
on the Report toolbar.
The Section Properties dialog opens, with the Report Header tab selected by default.
- Check Show Grand Total to display fields from the Grand Total section on the Report header.
- Check Show Disclaimer to display a disclaimer field on the report header.
- If you checked Show Disclaimer, click the Text button to enter the disclaimer text.
In the Field Properties dialog, enter the text and select its font, size, color, style, alignment. You can also change its indentation or create a bulleted list. Click OK.
Note: You can also access this tab by right-clicking on the Report Header section of the report design then selecting Section Properties.
Report Footer tab
- Click
on the Report toolbar.
- Click the Report Footer tab.
- Check Show Grand Total to display fields from the Grand Total section on the Report footer.
- Check Show Disclaimer to display a disclaimer field on the report footer.
- If you checked Show Disclaimer, click the Text button to enter the disclaimer text.
In the Field Properties dialog, enter the text and select its font, size, color, style, alignment. You can also change its indentation or create a bulleted list. Click OK.
- Click OK.
Note: You can also access this tab by right-clicking on the Report Footer section of the report design then selecting Section Properties.
Item Detail tab
Use the Section Properties' Item Detail tab to show price adjustments or control the display of outline or standard levels.
- Click
on the Report toolbar.
- Click the Item Detail tab.
- By default, Check Flatten Outline Levels is checked so that items within outline levels are displayed on the report. Clear the check if you only want to see Outline Levels.
- By default, Check Flatten Standards is checked so that items within standards are displayed on the report. Clear the check if you only want to see Standards.
- Check Show Price Adjustments to display price adjustments (ex. taxes, installation, freight) on the report. Click the Color dropdown to select a background color for price adjustments, in order to highlight them in the report.
Note: If filtering is enabled, price adjustments will not be displayed.
- Click OK.
Note: You can also access this tab by right-clicking on the Product Detail section of the report design then selecting Section Properties.
Common tab
Use the Section Properties' Common tab to add borders around the section, change its height, or select a background color.
- Click the Section Properties icon beside the Section Name.
- In the Section Properties dialog, click the Common tab.
- Under Height, enter the height of the section.
- Under Borders, check Left Border, Top Border, Right Border and/or Bottom Border.
Specify the line thickness and the color.
- Under Colors, select the section background color.
- Click OK.
Note: Depending on the section you selected, other tabs are available in the Section Properties dialog: Report Header, Report Footer, or Item Detail.
Fields tab
Use the Section Properties' Field tab to see a list of fields included in the section and edit each field.
- Click the Section Properties icon beside the Section Name.
- In the Section Properties dialog, click the Field tab.
- Select a field then click Edit to change its appearance.
- Change the settings in the Field Properties dialog then click OK.
- Click OK in the Section Properties dialog.
Note: Depending on the section you selected, other tabs are available in the Section Properties dialog: Report Header, Report Footer, or Item Detail.