Excel Header/Footer Maintenance

Use this form to define headers and footers for reports output to Excel.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Code

Type a code to recognise this header or footer by, alternatively select from the dropdown to edit an existing format.

Description

Type a description for his header or footer - displays when you are selecting the header and footer for a report.

Type

Select Header or Footer from this list.

Headers and footers have two components. Comment lines are Excel headers; they do not appear in Excel but are printed. Column headings are visible within the Excel spreadsheet.

Add the lines you require for this header or footer in the table on this form. A line can be a:

Comment - Appears at the top or bottom of the page,
Column Heading 1 - First row of a column heading, This is only available if you select Header from this list.
Column Heading 2 - Second row of a column heading, This is only available if you select Header from this list.
Blank - Inserts a empty line between rows

You can place text on the left, center, or right. Each piece of text can have its own style.

There are reserved words available to retrieve values from Greentree or use system values:

{File} - Writes out [File] for Excel to resolve on print - the name of the saved document
{Tab} - Writes out [Tab] for Excel to resolve on print - the name of the worksheet
{Print Time} - Writes out [Time] for Excel to resolve on print
{Print Date} - Writes out [Date] for Excel to resolve on print
{Created Date} - The created date from the timestamp from the report
{Created Time} - The created timestamp from the report
{Report Description} - The name of the report
{Company Name} - Name of the company the report runs for
{Account Group} - Name of the account group (for example, Christchurch)
{Tran Tree String} - Comma delimited list of the transaction trees selected for the report
{Budget} - Description of the budget selected when the report was run

You can see the above reserved words if you right click in the empty part of the table under the last row.