Difference between revisions of "Reports and Templates"

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<br>
 
<br>
  
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*'''Select Report''' drop-down menu: It allows choosing report for any type of transactions.
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*'''Select Report''' drop-down menu allows choosing a report for any type of transactions.
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*'''Zoom''' drop-down menu: It allows choosing size on preview automatically.
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*'''Zoom''' drop-down menu allows choosing a preview size.
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*'''Custom''' field: It allows choosing size via typing it.
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*'''Custom''' field allows typing in a custom preview size.
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*'''Customize'''  button: It allows customizing the report.  
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*'''Customize'''  button allows customizing the report. To be able to customize a report, a copy must be created. Scroll down for the breakdown of the Customize window.
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**'''Template is inactive''' checkbox: It allows making template inactive.
 
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**'''Format (…)''' button: It allows setting data view, including its format and place.
 
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**'''Default''' button: It allows returning settings to default values.
 
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**'''Print Preview''' button: It allows printing preview.
 
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**'''Basic Customization''' button: It allows making basic customization for report.
 
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**'''OK''' button: It allows saving changes.
 
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**'''Cancel''' button: It allows leaving the screen without saving changes.
 
 
*'''Copy''' button: It allows copying reports for further settings.  
 
*'''Copy''' button: It allows copying reports for further settings.  
 
*'''Delete''' button: It allows deleting templates made.  
 
*'''Delete''' button: It allows deleting templates made.  
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==Customizing Reports and Templates==
 
==Customizing Reports and Templates==
  
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On the computer you can customize templates for any transactions by using a wide range of different settings.
+
On the computer, you can customize templates for any transactions by using a wide range of different settings.
−
[[File:Basiccusttemplate.PNG | right | 700px]]
 
 
#In QuickBooks, go to ''File → HandiFox → Customize Reports''.
 
#In QuickBooks, go to ''File → HandiFox → Customize Reports''.
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#Choose any report you need customize in '''Select Report''' drop down.
+
#Choose any report you need to customize in the '''Select Report''' dropdown.
 
#Choose any type of template (2 Inch or letter size) and click on ''Copy''.
 
#Choose any type of template (2 Inch or letter size) and click on ''Copy''.
 
#Click on this copy and click on ''Customize''.
 
#Click on this copy and click on ''Customize''.
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#Click on '''Default''' to make default settings or do settings on your own ''(see. 6,7,8)''.  
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'''Customization window'''
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#Check all the lines you need in your report.
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##'''Template is inactive''' checkbox allows making template inactive.
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#Change title fields by typing if you need it.
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##'''Format (…)''' button allows changing the format of the data and its placement on the sheet.
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# Click on '''…''' in the '''Format''' column to make format settings if you need it.
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##'''Check''' all the lines you want to see in your report.
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# Click on '''Basic Customization''' to make some basic customization with logo, color or font.
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##'''Title''' of any field can be changed simply by typing in new information.
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##Check '''Use Logo''' checkbox and click on '''Select Logo''', choose logo from folder on your computer.
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##'''Default''' button allows returning the settings to default values.
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##Select color in '''Select Color Scheme''' drop-down and click on '''Apply Color Scheme'''.
+
##'''Print Preview''' button allows using print preview.
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##Choose any option in '''Change Font For''' section and click on '''Change Font…''', choose options you need and click '''OK'''.  
+
##'''Basic Customization''' button allows further customization of the report.
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##Check any Company Information option you want being appeared on the template.
+
##'''OK''' button allows saving changes.
−
##Click on '''Print Preview''' to see it will appear on paper list.
+
##'''Cancel''' button allows leaving the screen without saving changes.
 +
[[File:Basiccusttemplate.PNG | right | 700px]]
 +
# Click on '''Basic Customization''' to customize the logo, color, font and company information.
 +
##Check '''Use Logo''' checkbox and click on '''Select Logo''', then choose your logo from a folder on your computer.
 +
##Select a color in the '''Select Color Scheme''' dropdown menu and click on '''Apply Color Scheme'''.
 +
##Select the necessary line in '''Change Font For''' section and then click on '''Change Font…''' to choose a font. Click '''OK''' to save.
 +
##Check any Company Information lines that you want to appear on the template.
 +
##Click on '''Print Preview''' to see how it will appear on the actual paper sheet.
 
##Click '''OK''' to save the changes.
 
##Click '''OK''' to save the changes.
−
##Click on '''Cancel''' to close Basic Customization window.  
+
##Click on '''Cancel''' to close the Basic Customization window.  
 
# Click '''OK''' to save the changes.
 
# Click '''OK''' to save the changes.
 
<br>
 
<br>
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==Making Templates Inactive==
 
==Making Templates Inactive==
  
−
In HandiFox you can make a template inactive in case you don't need it but may consider using it in the future.
+
In HandiFox you can make a template inactive in case you don't need it but may consider using it in the future.  
  
 
#In QuickBooks, go to ''File → HandiFox → Customize Reports''.
 
#In QuickBooks, go to ''File → HandiFox → Customize Reports''.
−
#Choose any report you need customize in '''Select Report''' drop down.
+
#Choose any report you need to customize in the '''Select Report''' dropdown.
 
#Click on '''Customize'''.
 
#Click on '''Customize'''.
−
#Check '''Template Is Inactive''' checkbox.  
+
#Check the '''Template Is Inactive''' checkbox.  
 
#Click on '''OK''' to save the changes.
 
#Click on '''OK''' to save the changes.
 
<br>
 
<br>
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==Deleting Templates==
 
==Deleting Templates==
  
−
In HandiFox you can delete template in case you don’t need it anymore  
+
In HandiFox you can delete a template in case you don’t need it anymore.
  
 
#In QuickBooks, go to File ->HandiFox ->Customize Reports.
 
#In QuickBooks, go to File ->HandiFox ->Customize Reports.
−
#Choose any report you need customize in '''Select Report''' drop down.
+
#Choose any report you need to delete in the '''Select Report''' dropdown. Please, note that you can’t delete default templates.
 
#Click on '''Delete''' to delete the template.
 
#Click on '''Delete''' to delete the template.
 
<br>
 
<br>
 
{{Gototop}}
 
{{Gototop}}
 
<br>
 
<br>

Revision as of 21:54, 16 April 2021

HandiFox allows creating reports template for different types of transactions, modifying different sections, adding logo, changing fonts etc.

Customize reports window

View of the Customize Reports window



  • Select Report drop-down menu allows choosing a report for any type of transactions.
  • Zoom drop-down menu allows choosing a preview size.
  • Custom field allows typing in a custom preview size.
  • Customize button allows customizing the report. To be able to customize a report, a copy must be created. Scroll down for the breakdown of the Customize window.
  • Copy button: It allows copying reports for further settings.
  • Delete button: It allows deleting templates made.
  • Include Inactive checkbox: It allows making different operations with templates including inactive.
  • Save button: It allows saving changes made.
  • Close button: It allows closing the window.



[Back to top]


Customizing Reports and Templates

On the computer, you can customize templates for any transactions by using a wide range of different settings.

  1. In QuickBooks, go to File → HandiFox → Customize Reports.
  2. Choose any report you need to customize in the Select Report dropdown.
  3. Choose any type of template (2 Inch or letter size) and click on Copy.
  4. Click on this copy and click on Customize.

Customization window

    1. Template is inactive checkbox allows making template inactive.
    2. Format (…) button allows changing the format of the data and its placement on the sheet.
    3. Check all the lines you want to see in your report.
    4. Title of any field can be changed simply by typing in new information.
    5. Default button allows returning the settings to default values.
    6. Print Preview button allows using print preview.
    7. Basic Customization button allows further customization of the report.
    8. OK button allows saving changes.
    9. Cancel button allows leaving the screen without saving changes.
Basiccusttemplate.PNG
  1. Click on Basic Customization to customize the logo, color, font and company information.
    1. Check Use Logo checkbox and click on Select Logo, then choose your logo from a folder on your computer.
    2. Select a color in the Select Color Scheme dropdown menu and click on Apply Color Scheme.
    3. Select the necessary line in Change Font For section and then click on Change Font… to choose a font. Click OK to save.
    4. Check any Company Information lines that you want to appear on the template.
    5. Click on Print Preview to see how it will appear on the actual paper sheet.
    6. Click OK to save the changes.
    7. Click on Cancel to close the Basic Customization window.
  2. Click OK to save the changes.


Info-sign.png Use a square image (equal number of pixels on each side) for your logo for better results.


[Back to top]


Making Templates Inactive

In HandiFox you can make a template inactive in case you don't need it but may consider using it in the future.

  1. In QuickBooks, go to File → HandiFox → Customize Reports.
  2. Choose any report you need to customize in the Select Report dropdown.
  3. Click on Customize.
  4. Check the Template Is Inactive checkbox.
  5. Click on OK to save the changes.


[Back to top]


Deleting Templates

In HandiFox you can delete a template in case you don’t need it anymore.

  1. In QuickBooks, go to File ->HandiFox ->Customize Reports.
  2. Choose any report you need to delete in the Select Report dropdown. Please, note that you can’t delete default templates.
  3. Click on Delete to delete the template.


[Back to top]


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