Edit Fields

Report fields can easily be moved, duplicated, expanded, or deleted - making it easy to customise reports to suit your needs.

To edit a report, click View - Settings - Reports - Report/label editor. Select the report in question and click Edit.

How to expand the fields

  1. Click on the field you wish to expand. The frame around the field will reveal small black squares which you can drag.
  2. Click and hold down the mouse button and select the square which is:
    On the side of the frame
    : to expand the frame to that side.
    In the corner
    : to expand the frame on two sides.
  3. Ensure that the settings are saved by selecting File - Save.

The field is now expanded.

How to delete the fields

Before removing any fields, you should check what they are used for in the current report. It may, for example, be a good idea to have a previous invoice with you when editing that report.

  1. Click on the field you wish to delete.
  2. Press Delete on the keyboard.

The fields will then be removed from the report.

Tip! If you would like to select several fields for deletion at once, hold down the Shift-key on your keyboard and click on the fields you want to select. Alternatively, you can place the cursor beside, but outside of the current fields, and then click the left mouse button while dragging the cursor over the fields you want to highlight.

How to copy the fields

  1. Right-click on the field you wish to copy.
  2. Select Copy.
  3. Right-click where you want to paste the image.
  4. Select Paste.

The field is now copied and pasted to the specified location.

How to move the fields 

You can use the report editor to move fields by dragging the field with the help of the mouse or by selecting a field and using the arrow buttons on the keyboard to move it to where you want it. The first method is suitable if you want to make a major adjustment, such as moving the logo from the centre to the top of the report. The second method is better if you only want to make a small adjustment. For example, if all the fields on an invoice were 1cm too high on the page, you could select the fields and use the arrow button to move them all down 1cm.

  1. Click on the field you wish to move.
  2. Move the field to where you want to place it with the mouse cursor or by using the arrow buttons on your keyboard.

The fields are now moved to the specified position.

Read more about:

Getting Started with Editing Reports

How to edit a report so the fields are aligned with the form

Inserting a logo on printouts

Editing Labels 

How to Import Report Files