SS> Maintenance> Report Layout

Report Layout Maintenance

 

Summary

 

The Report Layout Maintenance window is used to create and maintain customized report layouts. This allows users to create customized reports and checks that meet their unique needs.

 

Related Links

 

Click here for information on AP Setup.

Click here for information on PR Setup.

 

Step by Step

 

1     Open the Report Layout Selection window (SS> Maintenance> Report Layout). 

 

  • The Report Layout Selection window will display all of the existing report and check layouts created in the application.
  • Use the Report drop-down menu and the Name field to filter the reports or checks that are displayed in the data grid below.
  • Highlight a report layout and click the Delete icon or press DELETE to delete the selected layout.
  • Highlight a report layout and click the Modify icon or press ENTER to edit the selected layout.
    • This will open the selected layout in the Report Layout Maintenance window.
  • Highlight a report layout and click the Copy icon to create a copy of the selected layout.
    • This will create an exact copy of the selected layout. You will be required to specify a new, unique report layout name in order to save the copied layout.
  • Click the Import icon to import a report layout from outside of the system.
  • Click the Create icon or press INSERT to create a new report layout. This will open the Report Layout Maintenance window.

 

2     Create a new Report Layout.

 

  • The Report Layout Maintenance window consists of the Designer tab, the Advanced tab, the Labels tab and the Settings window.
  • The Report drop-down menu is used to specify what type of layout will be created.
    • Once a selection is made in this field, the Designer tab above will populate with a graphical representation of the selected report or check.
    • The Configurable Check - 12 pt option is used for checks that meet additional bank requirements for payee validation.
      • When this report is selected, the resulting layout text will be 12 pt Ariel (other than the MICR line), the fields will print in uppercase, the TO THE ORDER OF label will display to the left of the Payee Information, and there will be 1/2" of white space around the Payee Information.
  • Enter a unique Name for the new report layout. This field can be up to 20 characters in length.
  • The three steps below outline how to customize the layout of the report or check. Please note that the changes made in the Settings section will not update the appearance of the report or check displayed in the Designer tab. You will need to print a test report in order to confirm the changes appear as desired.

 

3     Edit the Report Layout with the Designer tab. 

 

  • Click the Whitespace icon and select a report section in the Designer tab. This will enable the Section layout fields in the left column of the Settings window below.
    • The Section layout fields - Section, Height, Suppress and Suppress if Blank - are used to set the amount of white space that will be included on the printed report or check.
    • Not all sections of every report or check can be adjusted to increase or decrease white space. When a section can be adjusted, it will be outlined in blue when selected.
    • The Section field will display the name of the selected section. This field cannot be edited.
    • The Height field is used to adjust the height of the selected section.
      • This value is displayed in inches and can be positive or negative. For example, entering "-0.25" will reduce the selected white space section height by a quarter of an inch.
      • Changes entered here will not appear in the Designer tab above. You will need to print a test report to see how the changes affect the layout. Click the Print Preview icon to print a test report.
    • The Suppress field is used to prevent the selected section from being printed on the report or check. By default, all sections are included when printed.
      • Select True from the drop-down menu to prevent the selected section from printing.
      • Select False to include the selected section on the printed report or check.
    • The Suppress if Blank field is used to prevent the selected section from being printed on the report or check if the selected section does not contain any data.
  • Click the Object icon and select a report object in the Designer tab. This will enable the Object layout fields in the right column of the Settings window below.
    • The Object layout fields - Object, Left, Top, Height, Width and Suppress - are used to customize the size and location of the elements on the report or check.
    • Not all objects on every report or check can be adjusted for size and location. When an object can be adjusted, it will be outlined in red when selected.
    • The Object field will display the name of the selected object. This field cannot be edited.
    • The Left field is used to adjust the position of the selected object relative to the object's current left edge.
      • This value is displayed in inches and can be positive or negative. A positive value will move the object to the right, while a negative value will move the object to the left. For example, entering "-0.25" will move the selected object to the left by a quarter of an inch.
    • The Top field is used to adjust the position of the selected object relative to the object's current top edge.
      • This value is displayed in inches and can be positive or negative. A positive value will move the object down, while a negative value will move the object up. For example, entering "-0.25" will move the selected object up the report by a quarter of an inch.
    • The Height field is used to adjust the height of the selected object.
      • This value is displayed in inches and can be positive or negative. For example, entering "-0.25" will reduce the selected object height by a quarter of an inch.
      • Graphical elements, such as logos or other images, will not appear properly if the Height is adjusted independently of the Width.
    • The Width field is used to adjust the width of the selected object.
      • This value is displayed in inches and can be positive or negative. For example, entering "-0.25" will reduce the selected object width by a quarter of an inch.
    • The Suppress field is used to prevent the selected object from being printed on the report or check. By default, all objects are included when printed.
      • Select True from the drop-down menu to prevent the selected object from printing.
      • Select False to include the selected object on the printed report or check.
        • For example, if your partner bank requires a dollar sign ($) be displayed before the Amount on the configurable check, select the Currency Symbol ($) object and select False in the Suppress field to ensure it is displayed.
  • Click the Save icon to save the Report Layout.
  • Once a report layout is complete, you can use the Export icon to export the report layout. That report layout can then be imported into the Report Layout Selection window, allowing organizations to share custom report layouts.

 

4     Edit the Report Layout with the Advanced tab. 

 

  • The Advanced tab displays every section type on the report or check.
  • Expand a section type to display the individual sections or object within that section type.
  • Highlight a section or object and the associated layout fields will be enabled below.
  • Make any desired changes to the layout fields in the same manner as described in step 3.

 

5     Edit the Report Layout with the Labels tab.

 

  • The Labels tab is used to edit the six labels that appear at the top of the configurable check stub.
  • The current labels, as described in the bullets below, are also the default labels. If your organization has been using these labels on configurable checks and would like to continue to use these labels, no change is necessary. The AP and PR configurable checks will default the these existing labels:
    • Accounts Payable:
      • Vendor Name
      • Vendor Number
      • Check Amount
      • Check Date
      • Vendor Account Number
      • N/A
    • Payroll:
      • Employee Name - Employee Number
      • Department
      • Check Amount
      • Check Date
      • Period Range
      • Location
  • If you would like to edit these labels, you can specify the label for each field by selecting the desired label in the Type column drop-down field next to the desired check stub location.
    • These changes will not be displayed on the Designer tab, so you will need to save your changes and click the Print Preview icon to print a test report.
  • For more information on the specific labels available, please see the related Check Labels Community article at https://success.springbrooksoftware.com/s/article/Configurable-Check-Labels.
  • Click the Save icon to save the Report Layout.