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Personalised text on Reports - footer & header

Personalised text on Reports - footer & header

 Overview:

Most of the reports that are linked to a document have the option to add customised text on the header and the footer.

These are the different options available:

  • Settings

  • Report Text Templates

  • Alternative options are:

    • A Sharperlight reports that can be rendered from within Workbench only on those reports that have fixed parameters, called Document Reports (i.e. Purchase Orders, AR Invoice, AR Credits, etc. See type of documents below). These would be available from the document type Print button.

    • For cases where T&Cs are a large document and require a specific format (columns layout for example), Workbench Document SSRS reports have a corresponding SSRS subreport that can be customised. To do this, download the .rdl file of the subreport from Report Maintenance in Workbench, edit it by inserting an image image of the T&C. The customised subreport file can then be loaded into the Report record where it was originally downloaded from in Workbench. Subreport will be rendered when the Document report is rendered, and it will displayed the custom subreport images. This has to be performed by a Workbench Consultant or Report expert.

       

    • A custom SSRS report that would read from Extension fields on the Document. Extension columns must be defined first, and then the Document report can be modified to read from those.

Guide:

Settings:

Documents that need to include a permanent footer text or header text, can have the text added through each specific setting. Navigate to Administration/General Config/ Settings. Using the filters at the top right, search for 'description like report', and all of the options will show up.

Types of Documents include: 

  • AR Credit:

    • Report AR Credit Footer

  • AR Invoice

    • Report AR Invoice Footer

    • Report AR Invoice Project Trust Acc Footer

  • Contract Claim Invoice:

    • Report Contract Claim Footer

    • Report AR Invoice Project Trust Acc Footer

  • Purchase Order:

    • Report Purchase Order Footer

  • Work Order:

    • Report Work Order Footer

  • Budget

    • Report Budgets Footer

  • Quote:

    • Report Quote Footer

    • Report Quote Header

  • General header for any other report not included above:

    • Report General Header

Each setting can be set up at different levels, which are shown by the ticks on each column. Example: AR Invoice footer has a tick on Global, By Finco, By Location, By Profit Centre, it means that a different text can be set at all those levels. In many cases there are more than one Financial company on Workbench, and the footers might be different; or different locations might have different footer texts. The example above shows how two different AR invoice footers have been set by financial company, to reflect the different bank accounts for the payment of the invoice.

Note that images are not supported.