Setting Up Report Templates

A report template is basically any report or documentation that is required by the business in order to operate. Example of business documents include your Tax Invoice, Sales Receipt, Purchase Order, Goods Transfer Note etc.

Before you begin, it’ll be good to note that the template works a bit like a MS Excel. You have row and columns and you build the template on each individual cells.

With that, here are a few pointers on how some of the features.

Creating a New Report Template
Inserting Details (Form)

Creating a New Report Template

 

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Inserting Details (Form)

As mentioned in the video (above), whenever you create a report template, you need to edit a form for each cell. Hence, before you start, you should familiarise yourself with the form. Here’s a sample.

(Click on image for larger view)

Here are some of the descriptions of the fields within each cell

Type

This determines the type of information that you want to insert into the cell. The 3 options that you have are:

1. Image

For an image, the image that you can use includes a JPEG or PNG file. If the image file is big, make sure to increase the column and row span of the cell (see below).

2. Text

When choosing a text field, what you type is what you’ll see in the cell.

3. Field

This is where you can pull out most of the fields that are already in the database that is related to the form that you are building. For example, in an Invoice template, you’ll probably want to have the following fields:

  • Date
  • Product
  • Description
  • Unit Cost
  • Quantity
  • Total Cost
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Borders

This feature helps you draw lines on the border of the cell. This would change if the span of the cell is increased.

Meanwhile, it can also be use for drawing lines.

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Column/Row Span

For each cell that you are editing (say cell B2), the information can be extended to the cells on the right (column) and below (row) it. The extension is known as the span. That means, the information that you are creating (text, field or image) can cover more than 1 cell.

 

(Click on image for larger view)

In the example above, the information will extend 3 cells to the right and 2 cells to the bottom. Hence, it will cover 6 cells in total. The is shown below.

(Click on image for larger view)

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Changing Colours

Before you want to change the colour of your text or cell background, make sure to check the hex colour code here – http://www.color-hex.com. Once you pick the colour, you will need the code (e.g. 61686a) for the edit.

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Formatting

If you want to edit the format of the numbers that are being displayed, here are a few samples:

  • 0,0 => 10,000
  • 0,0.00 => 10,000.00
  • (0,0.0) => (10,000.0) – if negative number

For more samples, check out the link here – http://numeraljs.com/#format.

Tip: If you want to do a bulk upload, make sure to use the field below:

Lines / Product / Default Supplier / Supplier Product Code

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Clear

Lastly, the Clear button is probably one of the most useful buttons when you want to empty the cell. Use that when you are changing the location of the cell.

And if you accidentally clicked on it, don’t worry, there is a secondary confirmation that’s required and you will see a pop up box double checking if that’s what you really want.

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