Getting Started

Save icon

<Copy icon

Copy: Click this icon to copy the report that is currently displayed. The Report field will clear, allowing you to enter a new name for the copied report. The new report assumes all the details associated with the copied report.

Delete: Click this icon to delete the existing report. You will be prompted with a message to confirm.

Print icon

Print: Click this icon to print the report from the designer form.

Import from File: Click this icon to import a *.gtr report from a directory location.

Export to File: Click this icon to export the selected report as a .gtr file to a nominated directory location. This can be imported into another Greentree system.

Report Name: This displays the name of the report you are working on. If you are created a new report, enter a report name before you save the report.

Properties: Click this icon to display the field or section properties form, depending on which part of the report you are positioned on when the icon is clicked.

Report Palette: Click this icon to open the Available Fields Palette.

Profiles: This displays the name of the profile you are currently working on. For new reports, this defaults to Default profile. If you add multiple profiles to the report, you can select them here. When sorting and query options are set up, they are of the profile selected here. Click the spanner icon to access the Profile Maintenance form, where profiles are created and displayed.

When the Report Writer is opened, this is the default view. This is the view where reports are created and edited.

Select this view to set up parameters for the selected report.

Select this view to set up the report printing properties as:

Display unit - Select one of 4 pre-defined display units to apply to the report: mm, pixels, inches, characters. These determine how the page ruler displays on top of the Report Design form. The ruler will help you to align fields on the report based on what you must display and your paper size.

Paper size and dimensions - Select from one of 5 pre-defined paper sizes to apply to the report: A4, A5, Letter, Fax, and Other. The Paper width and Paper height defaults in read-only format unless the Other option is selected, in which case you can enter the paper dimensions. The ruler that displays on top of the Report Design form is adapted using the size selected here.

Orientation - Select Portrait or Landscape as the orientation to apply to the report. The ruler that displays on top of the Report Design form is adapted on the basis of the orientation selected here.

Print multiple pages per sheet - Select this option to enable multiple pages per form on your report.

Number of pages across - Enter the number of repetitions to print across the page. This will depend on the size of the report and the paper size. For example, if you are printing labels, you can decide how many labels print across the page - the report design only must have one label on it, which will be repeated across the page.

Number of pages down - Enter the number of repetitions to print down the page. This will depend on the size of the report and the paper size. For example, if you are printing labels, you can decide how many labels print down the page - the report design only must have one label on it, which will be repeated down the page.

Select this view to set up security options as applicable:

Modules - If you want the report to be available to select in a Module Control, or other function where a default report can be specified, enter the relevant module code here. For example, if you want the report to be available to select in Accounts Payable Module Control as a default Cheque form to print, then you must add AP as a module code here. There are no formatting requirements in this field as long as the module code is entered as a string. Multiple module codes can be entered if applicable, for example, CMAP.

Apply security - This field is only relevant if the Advanced Security module is in use.

You can select the security view that defaults to reports at runtime.