Search

Juris Suite® Answer Center

Personalize Reports

  • Updated

Personalize Reports allows you to perform mass updates to the headers and footers of the reports. This is useful when placing logos, modifying the firm name reposition controls, etc.

Changes made with this utility may not be reversible. When using the Personalize Reports to make changes, all changes will be lost if an application update takes place. Remember not all reports are oriented the same and results may vary when making changes to a layout.

To utilize Personalize Reports function, perform the following:

  1. Click the Personalize Reports button from the My Reports tools ribbon.

  2. The New Layout window will be displayed prompting you to set the appropriate information.

  3. Enter a Name in the Name field. This allows you to Save the personalization settings. You can have different settings that can be applied to different reports or a group of reports. For example, if you were running a report that required a different header and footer for different clients, you could create separate personalization settings for each.

    It is good practice to periodically Save the layout during adjustments and changes. The Save function is located in the upper left corner of the window.

    There are three tabs associated with making adjustments:

Options

This functional tab allows you to set the name of the layout and enter a description. You can also toggle between the following Header and Footer functions:

  • Add Fields - Adds the fields set in the designer.
  • Update Fields - Updates the fields set in the designer. Used to make changes to an existing field.
  • Replace Fields - This feature allows fields to be replaced in the report. Use caution when executing this function.
  • No Action - Default. Does not allow any changes to be made.

The Field Text area allows you to name field utilized when creating/editing a report and set the value for making a global change. For example, if you have a field labeled FirmName, and the field is present in the reports created, you can enter FirmName in the Field area and enter the new name of the firm in the Value field. You would then set the proper action in the area button listed above to either Add, Update or Replace with the new value. To commit the change, you would click the Execute button located in the lower right hand corner of the window.

You can also spell check the name and description entries using the Spell Check function indicated above.

Designer

The Designer Tab allows for the amendments to the headers and footers. Each area is clearly marked. There is also Tool Box of Standard Controls, a Report Explorer, and  a Property Grid. Each allows the manipulation of settings and additions. Below is the functional list of the Standard Controls.

  • Pointer - Returns the control set back to the cursor.
  • Bar Code - Inserts a Bar Code in the appropriate area.
  • Chart - Inserts a Chart. There are numerous Chart Types, Appearances, Series, etc.
  • Label - Inserts an area for a text label.
  • Line - Inserts a line that can be adjusted for size, orientation and thickness.
  • Page Break - Inserts a page break area to signify end of a page.
  • Page Info - Inserts an area for Page information such as numbering, user name and dates.
  • Panel - Inserts and area where you can contain other controls.
  • Parameter Info - Inserts an area for parameters within in areas defined.
  • Picture Box - Inserts an area to place an image directly or via a web link.
  • Rich Text - Inserts an area for Rich Text
  • Shape - Inserts a shape that you can change color and attributes.
  • Sub Report - Inserts an area where another report can be defined.
  • Table - Inserts an area for a table to be defined.
  • Text Box - Inserts an area for a text box.
  • Zip Code - Inserts an area for inserting a zip code.

The Designer Tab contains several functions. All of the controls can be dragged and dropped to the design area. Each time a control is placed, the Report Explorer reflects that addition. The Property Grid provides options to edit the controls properties.

There are other methods of accessing functions to be used to further manipulate the controls when placed in the designer. When a control is placed in the designer area, a highlighted functional border appears. You can click on the border arrow to view the properties to be edited.



The border box functionality brings only a limited set of properties to change. To access all of the properties, you will need to you the Property Grid.

There is also a Tool Bar located at the top that allows for formatting of the controls on the designer grid. The format choices are listed below.

  • Cut, Copy, Undo, Redo, Change Font, Font Size, Bold, Italicize, Underline, Font Color, Control Color, Justification



  • To Grid, Vertical (Left, Center, and Right) Align, Horizontal (Top, Middle, Bottom) Align, Height and Width (both) spacing adjustments, Spacing Adjustments (Make Equal, Increase, Decrease, Remove), Horizontal and Vertical Centering, Bring to Front and Send to Back



Remember to make the report selections on the Reports tab and click the Execute button to commit the changes to the reports chosen.

Reports Tab

This functional tab allows you to select the reports to append. After you have made the changes on the Designer and Options tab, select the reports that will receive the changes. You can select all, singular reports or a range. To select the appropriate reports, perform the following:

  1. Click on the Reports tab in the Personalize Reports window.

  2. Select the appropriate reports by clicking in the checkbox next to the report. There is also an option to select all of the reports by using theSelectAll button in the upper right hand corner.

  3. Make sure to click the Execute button to commit the changes after the reports have been selected.