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Page layouts

Accountants Enterprise in Australia only

The page layout of a report includes:

Page headers and column headings

Accountants Enterprise in Australia only

Formats designed to be used as page headers are prefixed with “Page Header”. In addition, page header formats which also have “Columns” in the name are for column headings.

For example, the format Page Header – All Reports is included in most reports for displaying basic client details and Page Header – All Reports – Small shows the same client details in smaller fonts. All other page header formats show the name of the individual report such as Trial Balance.

There are three types of page headers:

Column headings

Page header formats which include the text “Column” in the format name are used for column headings. Different column headings will be used for different reports depending on the column structure required on the report.

Client details

Two page header formats that show the client details at the top of each page are the:

  • Page Header – All Reports 

This is included in all reports. 
Exceptions are:

  • Trial Balance

  • Audit Report

  • Auditors Independence Declaration

  • Compilation Report.

  • Page Header – All Reports – Small.

This is included in the Trial Balance only and displays the client details in a smaller sized font.

Both these page header formats show the basic client details.

Report name and reporting period

All other page header formats except those mentioned above show specific report names with reporting period where required.

For example, Page Header – Balance Sheet shows “Balance Sheet as at <period_end_date>”. Page Header – Audit Report and Page Header – Compilation Report also show the client details.

Page Footers

The page footer enables you to insert data, text or images in the footer area of each page within a report. You can use the Properties area in the Report Designer page to adjust the properties, apply formatting, etc.

The page footer may be used to insert page totals in a report. It is also typically used to apply page numbers to a report. To do this use the SummaryType property in the Properties area of the Report Designer page.

To edit default page numbers

  1. Open the Reports Designer page for the report you want to edit. See Opening reports for advanced formatting or editing
  2. Use the scroll bar to locate the existing page number in the PageFooter area.It has a default name of TextBox4, but it is identifiable because its SummaryType property in the Properties area displays as 'PageCount'.

  3. Click and drag the page number item to the desired location.

  4. Close the Report Designer page. A  Save Changes message is displayed.

  5. Click Yes. To close the Save Changes message and save your layout. The Save Template window opens.

  6. Select either the Save as a new report or the Overwrite existing report option.

  7. Click OK.To save and close the Report Designer page.

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