Custom Reports: Designing


Designing Custom Reports
Big Business allows you to create customized forms and reports. For
example, if you have preprinted stationery that doesn’t work with the standard arrangement of a Big Business invoice, you can rearrange the fields to make them fit.

A number of templates are supplied with Big Business. You use these templates as the basis for customized reports and forms. You make changes to the template in a special window that allows you to move fields, edit text, and make other revisions.

After you have created and saved a custom report and form, it becomes available as a print option in appropriate situations. See “Printing Custom Reports and Forms” later in this chapter for more information. (3096)






Big Business allows you to create customized forms and reports. For
example, if you have preprinted stationery that doesn’t work with the standard arrangement of a Big Business invoice, you can rearrange the fields to make them fit.

A number of templates are supplied with Big Business. You use these templates as the basis for customized reports and forms. You make changes to the template in a special window that allows you to move fields, edit text, and make other revisions.

After you have created and saved a custom report and form, it becomes available as a print option in appropriate situations. See “Printing Custom Reports and Forms” later in this chapter for more information.

To create a new custom report:
1. Click the Custom Form/Report tool in the Info Center toolbar.
2. Click the New button in the Custom Forms/Reports window.
3. In the Select a Template list, choose the template you want to use as the basis for a custom form or report, then click the button.
4. When the template appears, make any necessary revisions.
5. Choose Save As from the File menu inside the Custom Forms/Reports window.
6. Give the report or form an appropriate name, then click the OK button.



Related:

(Prev) Custom Forms: Using
(Next) Custom Forms: Templates

Next: Forms Templates

  Chapter 15 Custom Forms and Reports

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