The Report Writer/Editor


The report designer/editor allows you to construct customised financial statements, modify existing reports or edit reports created by the Quick Report Writer.

From the menu select Reports|Report Writer/Editor. The following screen shows the report designer/editor screen in edit mode.

generate/Report.jpg

Click on the open icon on the toolbar or select File|Open... from the menu to produce a list of available reports for editing. Select the name of the report you wish to edit (the file extension will be .GPT) and click on Ok.

If you wish to create an entirely new report, click the 'New' icon generate/the_repo.jpg or select File|New from the menu.

Use all four arrow keys as well as the pgup and pgdn keys to move around the report. Click the relevant buttons to select options.

Editor Options

General Ledger Codes

Displays the account codes and descriptions of your chart of accounts. Click x to close the window or press ESC, or use the scroll bar to highlight the entry you want and double click to copy it into your report at your current cursor position.

Financial Formulas

Displays the various financial formula table account group codes. These can also be pasted into the report.

Preview Report

Select this option to display the output generated by the report under construction, to the screen. It will give you an accurate idea of how the report will appear in print. Click close to return to editing mode. You can also print a trial run version of the report using this option.

Save

Select this option to save all changes made to the report.

Save As

Select this option to save all changes made to the report under a different report name. CAPITAL will prompt you for a file name. Select from the list to replace the original report with this report, or type in a new file name to create a new report.

Constructing Reports

Numerous commands are available for specifying page centering and justification, company details, and time based information such as the date the report was printed or the period name in words, as well as other types of information. Refer to the list of topics below for detailed information.

Report Lay-Outs

Report Body

Periods, Balances And Groups

Report Commands

Report Functions

Report Variables

Report Directives



Contents