Style Maintenance

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Use this form to format the text and numbers in your reports.

Different formatting can be specified for when reports are viewed in Greentree and on the web versus when they are exported to Excel.

When exporting to Excel you can also specify styles for the page header, column headings and footer.

Existing styles can be copied to create a one then edited.

Each row in your report will have a style assigned.

You must create styles for all formatting combinations you require. For example, if a heading is to be bold and underlined but a sub-heading is only to be bold, these must be set up as two separate formats.

The user must have been defined as a Library User to view this menu.

These style maintenance options are available:

Code

Enter a code to represent the style, up to 30 alphanumeric characters long.

Description

Enter an extended description for the style.

Excel Formatting

Text/Border/Fill

Font

Select the font for any text on this row.

Size

Select the font size. This applies to text and numbers.

Alignment

Select the Alignment for data in the cell.

Colour

Select the colour you want text and numbers to appear.

Style

Click to add bold, italics, or underlining to the text and numbers.

Row Height

Specify the height of a row. Select this option if you have chosen a large font size or if you are wrapping text.

Wrap text

Select this option if text is to wrap and fit within the specified column width.

Override Column Style

A column style overrides a row style unless this box is checked.

Border Width

Select the width of any borders specified.

Style

Select the type of border you want to apply to rose with this style. Borders do not apply to headings.

Colour

Select the colour for the border.

Fill Method

If you want the background of the cell to be coloured, select Pattern.

Back colour

Select the colour for the background of the cell.

Style

Only option currently is solid.

Number Format

Apply this format

Select from None/Numeric/Custom - Custom lets you specify your own format like excel.

Override Column Style

Select this option if the intersection of column and row should use this style not any specified on the row.

Negative style

Select from a negative sign or brackets for negated numbers

Red

Select this option for negated numbers to be displayed in red font.

Sign

Select from Normal/Negative/Absolute. normal will display as the number is saved in Greentree, Negative displays the opposite of how it is saved in Greentree, Absolute always show as a positive.

Display ... decimal places

Type the number of decimal places you want displayed.

Display this currency symbol

Type the currency symbol if you want one shown in excel

at the

Select from start or end for the currency symbol.

Don't display the decimal point

Select this option if you do not want to display a decimal point

Don't display anything if zero

Check this to have zero value left blank

Include commas

Check this to have the comma separated shown for numbers over 1000

Display in thousands

Check this to display the number in 1,000s

Greentree Formatting

Start Tag

Enter an HTML tag to indicate the style that are applied to the row when it displays using WebView. You can have multiple tags for any row. Each tag should be typed between < > signs, and you do not need spaces between tags.

End Tag

Enter an HTML tag to indicate the Start style is no longer applicable once the end of the row is reached. These tags are processed at the end of each row. To remove formats, type the tag with a / in front.

Remove formats at the end of each line, otherwise you can end up with a mixture of styles on subsequent rows. For example, if you have a <bold> start tag on one row and don't remove it, then this row will also print in bold, even though you perhaps only wanted that row to print in italics.

For numeric value lines, these additional formatting options are available:

Currency Sign

Enter the character you want to use to represent currency printed on rows.

Decimal Format

Select the decimal format you want to apply where values have decimal places.

Blank if Zero

Select this option if you do not want to print zero values.

Negative Sign

Choose whether you want negative values to be represented by a minus sign or with brackets.

Negate in Red

Select this option if you want a negative number to be red, while positive numbers are the usual font colour.

Common Tags

These HTML tags are commonly used:

Other Tab

Allow Drill Down

Select this option to drill down to general ledger accounts (and related transactions) that make up a value on financial reports.

You can need to set up two styles that are the same, except one allows drill down and one does not.

For example, users may generally be allowed to drill down on expense values, but you don't want them to be able to drill down to see the details of the wages and salaries expense. You only want them to be able to see the total value.

Suppress Narration

Select this option if you do not want the user to see narrations when they drill down to transaction detail.

Exclude accounts with no transactions

Select this option if you do not want to display accounts that don't have any transactions.

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