Report/Label Editor

You can edit and adapt reports by going to View - Settings - Reports - Report/Label Editor. By editing reports you can add the company's logo, and expand, move or delete data fields in the report. The reports are divided into one tab for normal Reports and one for Labels.

The toolbar

The toolbar gives you additional options for administering reports (place the mouse pointer over each button to find the name used in the description below):

Edit: Double-click on the report or label you wish to edit, or select the line and click Edit. The editor then opens with the report you selected. Here you can add or move the company's logo, delete or edit fields.

Copy company database report to all other companies: Copies the changes from the report to all other Company databases.

Edit constants: Opens a list of labels, or field descriptions that can be used in the reports. You can also edit their texts here.

Copy printer settings from Contact list: All reports will now have the same paper size, paper tray and resolution as the settings defined for the Contact list report. You will also be asked whether you want to copy information about the printer driver or printer name. If you do this, it will override the settings for the default printer.

Delete printer settings for selected report: The printer settings for the selected report will be deleted, and will be set to the printer settings for the Windows print driver.

Import report file: Retrieves a new original report from the library area (Common reports). This will be useful if something has gone wrong during editing, or if you simply wish to start again.

Export report file: Copies the report files for the relevant report to another directory of your choice - for example, if you want to keep the amended report in another directory/medium (e.g. on network drives).

Note! To be able to print the reports you have edited, you will have to print Company database reports and not Common reports. You can define which report group should be used as default in the user settings.

Read more about:

Editing Reports

How to Import Report Files

Editing Labels

Inserting Logos

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