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Report Designer - Dynamic Help

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Summary

The Dynamic Help pane in Report Designer guides you through the most popular Report Designer tasks, making it easy to amend your documents.

Description

 NOTE: This feature has been depreciated in v30 and above. However the features mentioned here are available by clicking View and then Properties on a required item. 

With Dynamic Help you can:

  • Set the report name and description
  • Add or amend text, data fields or variables, images, lines and boxes
  • Add or amend report filters and criteria to limit the information that appears on the document
  • Change the order in which the information appears on your document
  • Enter email settings

Resolution

TIP: If the title What would you like to do? doesn't appear at the top of the Dynamic Help pane, click a blank area on the report or layout. If the title still doesn't appear, within the Dynamic Help pane click Back until it appears.

Open your document in Report Designer
  1. In Sage Accounts open the relevant module, for example, Customers.
  2. Click Reports or the relevant layout option, for example, Statement.
  3. Select the report or layout you want to amend, then click Edit.
  4. If the Dynamic Help pane doesn't appear, on the menu bar click View, then click Dynamic Help.
Set the report name and description
  1. From the Dynamic Help pane, click Set the report name or description.
  2. In Report name, enter the name for your document.
  3. In Report description, if required, enter a more detailed description of the document.
  4. To confirm the changes, click OK.
Add or amend text fields
Add a new text field
  1. From the Dynamic Help pane, click Add text or data field, then click Add text.
  2. In Enter text, enter the text you want to appear on your document.
  3. In the Style drop-down click the required style, alternatively choose the format, alignment and border options you want.
  4. To continue, click Next.
  5. From the Add text to section drop-down, click the section of the document where your text should appear.
  6. Select where you want to position the text as follows:
    Add text after the last item in the sectionTo add the text after the last item in the chosen section, select this option.
    Add text as a label or title for another item in the sectionIf your text is a label or title for another item on the document, select this option then from the drop-down menu choose the relevant item and set the required position options.
    Align the text within the sectionTo align the text in relation to the section, select this option then choose the vertical and horizontal alignment options as required.
  7. To add the text to the document, click Add to report.

If required, you can click and drag to change the position or dimensions of the new text box.

Amend an existing text field
  1. On the document, click the text field you want to amend.
  2. In the Dynamic Help pane, in the Edit text box change the text as required.
  3. Make any style, format, alignment or border changes as required.


Add or amend data fields
Add a new data field
  1. From the Dynamic Help pane, click Add text or data field, then click Add a data field.
  2. In the Select the data to add section, in the first drop-down menu click the table containing the data field you want to add, for example, SALES_LEDGER.
  3. In the second drop-down menu choose the data field you want to add, for example, CREDIT_LIMIT.
  4. If required, to suppress the printing of the variable, select the Do not print (suppress printing) check box.
  5. If required, to use Active Complete to add headings and totals, select the Use Active Complete check box.
  6. In the Add data field to section drop-down, click the section of the document where your data field should appear.
  7. Select where you want to position the text as follows:
    Add data field after the last item in the sectionTo add the data field after the last item in the chosen section, select this option.
    Position data field relative to another item in the sectionIf the variable position should be relative to another variable on the document, select this option, then from the drop-down menu choose the relevant item and set the required position options.
    Align the data field within the sectionTo align the text in relation to the section, select this option then choose the vertical and horizontal alignment options as required.
  8. To add the data field to the document, click Add to report.

If required, you can click and drag to change the position or dimensions of the new data field.

Amend an existing data field
  1. On the document, click the variable you want to amend.
  2. In the Dynamic Help pane, in the Change the data field section, in the drop-down menus click the required table and variable.
  3. If required, amend the Do not print (suppress printing) setting.
Add or amend images
Add a new image
  1. From the Dynamic Help pane, click Add an image or logo.
  2. Under Select the image from your PC or network, click Browse.
  3. In the Open window, browse to and select the image file you want to add, then click Open.

    You can add images with the file types .bmp, .gif, .jpg, .jpeg, .png, .ico, .emf and .wmf.

  1. Set the appearance and printing options as required.
  2. Under Choose the image position, in the Add image to section drop-down, click the section of the document where your image should appear.
  3. Choose the vertical and horizontal alignment options as required, then click Add to report.

If required, you can click and drag to change the position or dimensions of the new image.

Amend an existing image
  1. On the document, click the image you want to amend.
  2. In the Dynamic Help pane, to select a different image file click Browse.
  3. Browse to and select the image file you want to add, then click Open.
  4. Amend the options as required.
Add or amend lines and boxes
Add a new line or box
  1. From the Dynamic Help pane, click Add a line or box, then click Draw a line or Draw a box .
  2. Click Draw line or Draw box, then to draw the line or box, on the report area click and drag the mouse pointer.
  3. In the Dynamic Help pane, amend the appearance, printing and alignment settings as required.
Amend an existing line or box
  1. On the document, click the line or box you want to amend.
  2. In the Dynamic Help pane, amend the options as required.
Add or amend report filters and criteria

NOTE: A report filter applies automatically every time you run the document. Report criteria are set at the point you run the document.

Add or amend a report filter
  1. From the Dynamic Help pane, click Restrict the information included in the report, then click Set report filters.
  2. From the Report filter section click Edit report filter, then create or amend the filter as required.
  3. To confirm the changes, click OK.
Add or amend report criteria
  1. From the Dynamic Help pane, click Restrict the information included in the report, then click Set report criteria.
  2. From the Report criteria section click Edit report criteria, then add or amend criteria as required.
  3. To confirm the changes, click OK.
Add or change sorts
  1. From the Dynamic Help pane, click Sort information in the report, then under Sorts, click Edit report sorts.
  2. In the Sorts window, add or amend the sorts as required.
  3. To confirm the changes, click OK.
Enter email settings
  • From the Dynamic Help pane, click Set up email, then select one of the following options:
    Set up Report Designer to use my email accountTo enter your default email account details for all documents, click this option then follow the on-screen steps.
    Set up how this report is sent by emailTo enter other email settings specific to this document, click this option then follow the on-screen steps.

For further information about entering email settings, please refer to this guide.

Save the changes to your document
  1. On the menu bar click File, then click Save As.
  2. Enter a file name for your amended document.
  3. If required, browse to the required location for your document then click Save.
  4. On the menu bar click File, then click 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 Sage Accounts desktop open the Tools menu, choose Report Designer then from the Recent files list, click your required report.



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