Display fields
Drag and drop the required Data Fields to the Display Column. Order of the Columns of the Report
The Order in which the Fields are listed, give the order in which the Fields are displayed. They can be manipulated up and down the Table under Display Fields until you get the order correctly placed
Once the Field is in the list, it is possible to alter the display by Selecting once on the Data Field Heading it can be altered for:
- Width
- Format
- Function
- Align
- Header
Select the Display Field and the Display Fields options will display
Width
Alter the Width to make the display smaller or larger for any particular Field. This is particularly useful when the columns are too wide in the original report or there is unnecessary wrapping because the columns are too narrow
For example alter the Width or the Authority Details from 15cms to just 7cms
Format
This is usually altered to change the Standard format of a Date or Currency Field. Most Default to a standard.
Date and Time Fields
Usually have the default set as dd MM yyyy, but is possible to alter to a different standard format. For example, change the Date format from the default to be dd MMM yyyy.
Note: If the Format is changed, it may be necessary to alter the Width to display the new format correctly
In the sample below, the Format was altered, but the width was kept to 2cms and this eventuated in the wrapping of the date, which looks much better at 3cms as above
Currency
The standard is set as 0.00
If the $ symbol is to be added it can be entered as $ <space> 0.00 to enable the listing to include the dollar sign. However if calculations are needed within the Filter, the Data Field should remain as 0.00
Functions
It is possible to change the Function of a Number Field:
None
Default Function which usually applies to all Text Data Fields
Average
Useful when getting the Average calculation on Data Fields. Only applicable for numeric fields
Count
Useful for getting simple counts where the Subtotals and Totals apply
Minimum
Calculates the Minimum value of numeric fields. For example Minimum Cost of an Item to find the lowest value
Maximum
Calculates the Maximum value of numeric fields. For example Maximum Cost of an item to find the highest value
Sum
Default Value for numeric fields so that when the Subtotals and Total are added, it calculates correctly. However, it may sometimes may need to be substituted for a Count. For example if you wish to add the number of items a count of Items with Barcodes can be done. If a sum applied to this Function then all the values of the Barcodes will be added rather than a simple calculation to count how many.
For example: Count on a number of Titles Overdue grouped by Borrower Class and Borrower Name
Align
There is a default alignment for most Fields
- Text: Left aligned
- Dates: Centre aligned
- Numbers including Money: Right aligned
The alignment can be altered to alter the Display
For example: Make a date Left aligned
Header
It is possible to alter the Report Header to a Heading that makes the report easier to understand or to shorten it to prevent it wrapping. The Heading saves for this report and will keep the new heading when being viewed within the Report Viewer and when it is sent via the Report Scheduler
For example – If in the Report Designer only the Subject Heading are selected, it is possible to alter the heading from Authority Details to Subject Headings for just this report
The Heading is customised to suit the layout of the Report
