Simon Clive: Created page with "Customisation Can you customise the appearance of drillable/printable reports generated from the lists.Sales Order List, Invoice List, Purchase Order List, etc? Click on any ..."

2011-06-29T00:12:04Z

Created page with "Customisation Can you customise the appearance of drillable/printable reports generated from the lists.Sales Order List, Invoice List, Purchase Order List, etc? Click on any ..."

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Customisation

Can you customise the appearance of drillable/printable reports generated from the lists.Sales Order List,
Invoice List, Purchase Order List, etc?

Click on any report or list column header and a hand symbol will sort the column by ascending or descending, click the
header again to change.

Do you know how to move columns around and place them where you want?

Left mouse click on any report or list column header and drag it to the new desired position, then simply release
mouse (click and drag). This will move the whole column to the new position.

Do you know how to customise your lists to display the columns you wish to view?

From the list or report that you wish to customise eg. customer list, select the tab then press the 'customise'
button, then the Main Grid Screen appears.
The features and functionality of this area are global and apply to all reports. The information available will vary
however the theory is the same.

You can now choose whether you customise the list for just the user (person logged in) or globally by selecting
the tab at the bottom left 'user' or 'global'. This determines who sees the changes.

On the grid tab select or de-select the columns that you want to show on the List/Report, by ticking or unticking.
The boxes ticked will be visible and the unticked boxes will not be visible on the List/Report.
(Note: Ticked columns will appear at the top of the lists and then unticked)

To change the header label/name on the columns, click on customise, double click the label and simply key in
the preferred label/name.

To turn off the grid lines, click on customise, and untick the box at right to turn off, tick again to turn on (enable).

To add your own customised column to a list/report, click on customise, then click on the New tab under
custom column. Then enter the name for the new column and click OK. This will then take you back to the main
customising list screen.The new column just added will appear in the list and the formula screen will be available
to enter a formula if required, a mathematical formula can now be entered in this column.

> right click in the column formula field and mathematical options and a list of columns will appear.
> You can now build the formula using existing columns and mathematics.

You can also choose how to display the column by simply choosing a format from the display format field.

Within the main customise list screen you also have the Custom Report Tab

> This tab allows you to rename the report you are creating so that the default report is untouched.
> All the changes made will be on the new report and not on the default report.
> You can give the report a unique name.
> To enable other people to view the newly created report, place in another tab on the report selector.

(Note: If you only name the report and choose not to place on any other tab, the report will only be visible in the My
Reports area of the report selector and this area is protected by your user name and password. ie. other people
cannot see the reports that are unique to you).

After you have named the report and placed it in other visible areas (if desired) click the 'create custom report'
button to activate.

After creating any changes you require, click OK to save changes.

In this area you can also customise the columns by clicking on the column title, holding down the left mouse
you can dragg the columns to the preferred layout and place them on the grid where you choose. You can also
increase or decrease the size of the columns by clicking on the line between the colomn titles and move left or
right depending on what size is required.
When you close the list the new positions and lay out will be remembered. ie. the list will open in the same
layout or format that it was last viewed in.
This layout is specific to each user. The unique user name and password will trigger the layouts specific for that
person.

10 Customisation - Revision history

Simon Clive: Created page with "Customisation Can you customise the appearance of drillable/printable reports generated from the lists.Sales Order List, Invoice List, Purchase Order List, etc? Click on any ..."