Summary

Important: This topic relates to grid reporting from within Transaction View or Daily View only. It does not relate to grid reporting from the main window.

Open Grid Designer to customise the appearance of your Grid report.

Title Properties... button

Use the Title Properties... button to format the report title.

Mode:

Select if the title is to appear, 'On First Page', 'On Every Top Page' or 'None'.

Text:

Use this tab page to edit the Title text.

Properties:

Specifies the font, font colour and alignment.

Footnote Properties... button

Use the Footnote Properties... button to define and format report footnotes.

Mode:

Select if the footnote is to appear, 'On Last Page', 'On Every Bottom Page' or 'None'.

Text:

Use this tab page to edit the Footnote text.

Properties:

Specifies the font, font colour, alignment, and background colour or transparency for the footnotes.

View tab

Show:

Click to tag the sections that you wish to view.

On Every Page:

Click to tag the sections that you wish to show on every page.

Behaviours tab

Selection:

Tag items here to show only the selected rows on the report.

Expanding:

Click to tag the items you wish to expand.

Size:

Click to have the grid attempt to fit within the width of the page.

Formatting tab

Look and Feel:

Drop down to select the look and feel applied to the grid. This alters the border-styles of the grid cells and headers.

Refinements:

Click to tag or untag the desired grid customisations.

Pagination:

Click to tag if page-breaks are to be fitted around top-level groups, and to force one group per page.

Styles tab

Check the top-left checkbox to take full control of the styles used in the grid report. That is, the colour, font, and texture applied to each part of the grid. If the box in unchecked, the report will attempt to render the grid as it appears on screen.

If you define a set of custom styles for parts of a grid, you can then save these collectively as a style sheet, that can later be applied to other grid reports.

Preview tab

This tab deals with Notes fields and similar, whose data is shown in a full-width 'row' beneath the report the field belongs to.

Tag Visible to include these fields in the grid report, and Auto Height to fit the height of the row to the amount of text. You can also set a maximum number of lines.

Cards tab

This tab is not used by our implementation of grid reports, and relates to grids that contain 'Card Views'.

Charts tab

This tab is not used by our implementation of grid reports, and relates to grids that explicitly contain 'Chart Views'.