Include Nil Balance Accounts

Selected, accounts with all financial fields as zero will be included in the report.

Clear, these accounts are omitted.

This sets the state for the IncludeNilBalances variable in the BeforeReport code.

Amount Decimals, Percent Decimals

Enter the decimal accuracy for financial and percentage fields.

Retain Existing Bands

Select to retain bands that are already in the GL Report Designer after the GL Design Wizard has run. If you have already entered or changed MaxBasic code in the GL Report Designer and you want to generate iterators using the GL Design Wizard, this prevents unwanted changes to bands.

Include Array Based Total Code

Selected, the Array Based Total code will be available in the GL Financial Report Designer. Only select this if you intend to make extensive modifications to the report generated by the Wizard. You will require the array based totalling code to do this. Defaults to Clear.

Page Orientation

Select from:

• Automatic
• Portrait
• Landscape

Automatic will choose the optimal orientation. based on fitting columns on the page with a readable font size.

Default Font

The default font for the report, loaded from and saved to Report Properties. Font sizes are calculated as the report is generated.

Report columns grid

Contents

Specify content for a field on the report. You can choose values from the Lookup . See GL Design Wizard Band Contents Fields.

Label

Enter a heading that will print at the top of the column on the report. A number of label characters convert to MaxBasic functions, for example:

• Period|Activity will wrap ‘Activity’ to the next line.
• %PeriodName% will fetch the correct name for the period.

Width

The column width on the report. The width shown in the grid is measured as a number of 0 characters, the same way the column width on report layouts is measured. This is translated into millimetres when the report is generated.

Code Only

Makes the code used to calculate the field available to the report without including the result as a field on the report. The calculation will be available in the BeforeBand code in the GL Financial Report Designer. You can use it as a raw figure for other calculations, for example, to calculate the balance for a period as a percentage of the budget.

Row No

The line of the Detail band the column prints on, from 1 to 5. Defaults to 1.

Columns with a Row No of 2 or more print under the Row No 1 columns, and the band height grows to fit the highest Row No used. Column headings print for Row No 1 columns only.

Row No and Column No cannot be changed for a Code Only column.

Column No

The position of the column across the page, from 1 to 99. Defaults to the number after the previous Row No 1 column in the grid, and the columns below are renumbered to follow.

Columns on different rows can share a Column No to stack one under another, for example a percentage under its amount. Where columns share a Column No, the largest Width is used for all of them.

Two columns cannot share the same Row No and Column No. Generate reports the clash and does not produce the report until you change one of them. If the Row No 1 Column Nos are not in grid order, Generate asks whether to recalculate them to match the grid.

Totals Only

Selected, the column prints on Total bands only and is omitted from the Detail band. Use this for example for a percentage that is only meaningful against a total.

Clear, the column prints on all bands. Defaults to Clear.

Budget

Select the budget for the field.

Year Offset

Shifts the column figures by a number of years, from -10 to 10. Defaults to 0, no shift.

Negative values report earlier years and positive values report later years. The offset adds to any year shift in the Contents selection, for example Last Year Balance with a Year Offset of -1 reports two years back. A Label using %PeriodName% shows the period name for the offset year.

Branch

Dept

Use Branch and Department to design cross tab (across the page) style reports, specifying branch and / or department codes per field. If you select a branch and / or department in the grid, you must consolidate branches and / or departments. The Wizard will select the relevant consolidation box(es) on the Iterators tab.

Ranges, comma separated values, and wild card characters * and ? may be used. (Accredo Saturn Only)

Grid Toolbar

Insert (F4)

Adds a column to the report below the current row.

Duplicate (Shift+F4)

Adds a copy of the current column below it.

Move record up (Shift+Up)

Move record down (Shift+Down)

Moves the current column up or down the grid. Column Nos do not change when a column is moved, so use Recalculate column nos to match the new order.

Delete (F3)

Removes the current column from the report.

Recalculate column nos (Ctrl+F2)

Renumbers the Column Nos of the Row No 1 columns to match the grid order, 1, 2, 3 and so on. Columns with a Row No of 2 or more keep their place under the same Row No 1 column. Code Only columns are not numbered.

Refresh labels (F5)

Resets each column Label that still has its default text to the current default for its Contents. Labels you have edited are not changed.