Sage 200 Report Designer - How to add section headers and footers
Description

For example, a simple report contains the following sections:

  • Page Header
  • Details
  • No Transactions
  • Page Footer

In addition to the default sections that appear on a document, you can add extra sections to suit your needs. You can also remove or hide unwanted sections.

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Cause
Resolution

The following steps contain everything you need to help you to add section headers and footers to a document.

To add new sections to your document
  • Report Designer > Sections menu > Add Section > choose from the following options:
    Report Header And FooterTo add sections to the start and end of the report, choose this option.
    Page Header And FooterTo add sections at the start and end of each page within the report, choose this option.

    Note: If you choose either Report Header and Footer or Page Header and Footer, they appear automatically on the document as additional blank Page Header and Page Footer sections. The additional Page Header is used to provide information about report criteria and column headings or notes. The additional Page Footer is used for extra totals, such as a running total of the variables.
    Group Header And FooterTo add sections to break up information and add sub totals, choose this option. You must then specify the variable or expression you want to group by. For further information about adding groups to a report, please refer to article .

You've now added sections to your document and should make any further changes you require to the document and save your changes. For further information about how to save the amended document, please refer to the section To save the changes to your document later in this article.

To amend section properties
  • Report Designer > select the section you want to amend > Properties pane > select the option you want to amend > change the settings as required.

    The following options are available from the Properties pane:
    FilterYou can create a section filter to ensure that the section only prints when the filter is met. For example, you might want a section to only print for customers who have a balance on their account. For further information about Section Filters, please refer to article .
    Print On First Copy OnlyTo print the content of the section only on the first page of the report, choose True. To print the content of the section on all pages, choose False.
    Suppress PrintingFrom the Suppress Printing drop-down list, choose from the following options:
    • True - To ensure that the content of the section is never printed, select this option.
    • False - To ensure that the content of the section is always printed, select this option.
    VisibleTo display the section on the Report Designer window, choose True. For the section to not be visible, choose False.

    Tip:
    If you choose False and select any other object on the document, to make the section visible again, locate it within the Report Explorer pane, then change the properties accordingly.

    Note: It is possible to have a section that is not visible within the Sage Report Designer window, but is still set to print.
    HeightThis indicates the height of the section. To increase or decrease the height, enter the required value into this box.

    Note: The units in which the height is measured is controlled by the Options tab, within the Report Designer Tools menu where the measurement unit can be changed, if necessary, for example, from inches to millimetres.
    Align to BottomThis option applies only to Footer sections. To align the contents of the Report, Page or group Footer to the bottom of the page, choose True. This option leaves the space required for the footer at the bottom of each page, but only prints the footer at the end of the group.

    TIP: There are further options available for group header and footer sections.

You've now amended the section properties of your document and should make any further changes you require to the document and save your changes. For further information about how to save the amended document, please refer to the section To save the changes to your document later in this article.

To hide or delete a section

Deleting a section from a document can't be reversed, and causes the following to happen:
  • The relevant group is removed from the document.
  • The corresponding header or footer is removed from the document.
  • All variables within the header and footer sections are removed from the document.
  1. Report Designer > select the section header or footer.
  2. To delete a section, proceed to step 3. To hide a section > Properties pane > Visible > choose False > Suppress Printing > choose True.

  3. To delete a section > Sections menu > choose Delete Section > Yes.

You've now hidden or deleted a section and should make any further changes you require to the document and save your changes. For further information about how to save the amended document, please refer to the section To save the changes to your document later in this article.

To move sections or groups
  • Report Designer > select the section header or footer section > Sections menu > choose Move Section Up or Move Section Down. Alternatively, to the right of the section you can use the up or down spin buttons .

    NOTE: Moving a section header also affects the footer and vice versa. Sections can only swap their position with other sections of the same type. For example, you can't move a group header and footer so they appear before a page header and footer.

You've now moved a section or group on your document and should make any further changes you require to the document and save your changes. For further information about how to save the amended document, please refer to the following section.

To save the changes to your document
  1. Report menu > Report Properties > Report Name > enter a new name for the document > Report Description > enter a new description for the document > OK.

    Report Designer v1.3 and below - Report Explorer pane > select the document name > Properties pane > Name > enter a new name for the document > Enter.

    TIP: You can check your Report Designer version in Help > About > Application > File Version.

  2. File > Save As > File name > enter a new file name for the document > browse to the required location for your document > Save.
  3. File > Exit.

TIP: If you have any difficulty finding a recently saved document, you can open it from the Report Designer Recent files list and save it to the required location. To open a recently viewed report, from the main program, open the Tools menu, choose Report Designer then from the Recent files list, click your required report.

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