Difference between revisions of "Reports and Templates"

From HandiFox Desktop Wiki
Jump to navigation Jump to search
 
(34 intermediate revisions by 3 users not shown)
Line 1: Line 1:
−
HandiFox allows create reports template for different types of transactions, modifying different sections, adding logo, changing fonts etc.
+
HandiFox allows creating reports templates for different types of transactions, modifying different sections, adding logos, changing fonts, etc.
  
−
==Customize reports window==
+
==[[File:comp.png | 36px]] Customize reports window==
 +
[[File:Custrep.PNG | right | 750px | thumb | View of the Customize Reports window]]
 +
<br>
 +
<br>
  
−
*'''Select Report''' drop-down menu: It allows choosing report for any type of transactions.
+
*'''Select Report''' drop-down menu allows choosing a report for any type of transactions.
−
*'''Zoom''' drop-down menu: It allows choosing size on preview automatically.
+
*'''Zoom''' drop-down menu allows choosing a preview size.
−
*'''Custom''' field: It allows choosing size via typing it.
+
*'''Custom''' field allows typing in a custom preview size.
−
*'''Customize'''  button: It allows customizing the report.  
+
*'''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.
−
**'''Template is inactive''' checkbox: It allows making template inactive.
+
*'''Copy''' button allows copying reports for further customization.  
−
**'''Format (…)''' button: It allows setting data view, including its format and place.
+
*'''Delete''' button allows deleting templates. Please, note that it is not possible to delete default templates.
−
**'''Default''' button: It allows returning settings to default values.
+
*'''Include Inactive''' checkbox allows working with inactive templates.
−
**'''Print Preview''' button: It allows printing preview.
+
*'''Save''' button allows saving the changes.
−
**'''Basic Customization''' button: It allows making basic customization for report.
+
*'''Close''' button allows closing the window.
−
**'''OK''' button: It allows saving changes.
+
<br>
−
**'''Cancel''' button: It allows leaving the screen without saving changes.
+
<br>
−
*'''Copy''' button: It allows copying reports for further settings.  
+
<br>
−
*'''Delete''' button: It allows deleting templates made.  
+
<br>
−
*'''Include Inactive''' checkbox: It allows making different operations with templates including inactive.
+
<br>
−
*'''Save''' button: It allows saving changes made.
+
<br>
−
*'''Close''' button: It allows closing the screen.
+
<br>
 +
<br>
 +
{{Gototop}}
 +
<br>
  
−
==Customizing templates==
+
==[[File:comp.png | 36px]] Customizing Reports and Templates==
  
−
In desktop you can customize templates for any transactions 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''.
 +
#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''.
 +
#Click on this copy and click on ''Customize''.
 +
##'''Template is inactive''' checkbox allows making template inactive.
 +
##'''Format (…)''' button allows changing the format of the data and its placement on the sheet.
 +
##'''Check''' all the lines you want to see in your report.
 +
##'''Title''' of any field can be changed simply by typing in new information.
 +
##'''Default''' button allows returning the settings to default values.
 +
##'''Print Preview''' button allows using print preview.
 +
##'''Basic Customization''' button allows further customization of the report.
 +
##'''OK''' button allows saving changes.
 +
##'''Cancel''' button allows leaving the screen without saving changes.
 +
# 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 on '''Cancel''' to close the Basic Customization window.
 +
# Click '''OK''' to save the changes.
 +
<br>
 +
{{Infoshortorange | Use a square image (equal number of pixels on each side) for your logo for better results.}}
 +
<br>
 +
{{Gototop}}
 +
<br>
  
−
#In QuickBooks, go to File ->HandiFox ->Customize Reports.
+
==[[File:comp.png | 36px]] Making Templates Inactive==
−
#Choose any report you need customize in Select Report drop down.
 
−
#Choose any type of template (2 Inch or letter size) and click on Copy.
 
−
#Click on this copy and click on Customize.
 
−
#Click on Default to make default settings or do settings on your own (see. 6,7,8).
 
−
#Check all the lines you need in your report.
 
−
#Change titles fields via typing if you need it. 
 
−
#Click on … in Format column to make format settings if you need it.
 
−
#Click on Basic Customization to make some basic customization with logo, color or font.
 
−
##Check Use Logo checkbox and click on Select Logo, choose logo from folder on your computer.
 
−
  *Note: Use square size logo for better display.
 
−
##Select color in Select Color Scheme drop-down and click on Apply Color Scheme.
 
−
##Choose any option in Change Font For section and click on Change Font…, choose options you need and click OK.
 
−
##Check any Company Information option you want being appeared on the template.
 
−
##Click on Print Preview to see it will appear on paper list.
 
−
##Click OK to save the changes.
 
−
##Click on Cancel to close Basic Customization screen.
 
−
#Click OK to save the changes.
 
  
−
==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.
−
==Deleting templates==
+
 
 +
#In QuickBooks, go to ''File → HandiFox → Customize Reports''.
 +
#Choose any report you need to customize in the '''Select Report''' dropdown.
 +
#Click on '''Customize'''.
 +
#Check the '''Template Is Inactive''' checkbox.
 +
#Click on '''OK''' to save the changes.
 +
<br>
 +
{{Gototop}}
 +
<br>
 +
 
 +
==[[File:comp.png | 36px]] Deleting Templates==
 +
 
 +
In HandiFox you can delete a template in case you don’t need it anymore.
 +
 
 +
#In QuickBooks, go to ''File → HandiFox → Customize Reports''.
 +
#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.
 +
<br>
 +
{{Gototop}}
 +
<br>
 +
 
 +
==[[File:tabletandroid.png | 36px]] Printing from Handheld Devices==
 +
#On your handheld device, go to ''Handifox application → Admin → Settings → Select printer''.
 +
#Tap on '''Add Printer'''. You will be prompted to choose the type of printer that you are going to use.
 +
#Choose either 2 inch or Letter format. Type in the name of the preset and select the resolution. You can also check '''“Use by default”''' to make the preset a default one. Click '''Save''' when you are done.
 +
#If you change between several formats and/or printers, add as many presets as you need at this step.
 +
#Whenever you want to print a transaction, select it, then tap the vertical ellipsis menu ( [[File:Contextmenu.PNG | 30 px]] ) at the top-right corner of the screen and tap '''“Print”'''.
 +
<br>
 +
{{Gototop}}
 +
<br>

Latest revision as of 20:29, 2 September 2021

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

Comp.png 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 allows copying reports for further customization.
  • Delete button allows deleting templates. Please, note that it is not possible to delete default templates.
  • Include Inactive checkbox allows working with inactive templates.
  • Save button allows saving the changes.
  • Close button allows closing the window.









[Back to top]


Comp.png Customizing Reports and Templates

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

Basiccusttemplate.PNG
  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.
    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.
  5. 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.
  6. 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]


Comp.png 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]


Comp.png 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]


Tabletandroid.png Printing from Handheld Devices

  1. On your handheld device, go to Handifox application → Admin → Settings → Select printer.
  2. Tap on Add Printer. You will be prompted to choose the type of printer that you are going to use.
  3. Choose either 2 inch or Letter format. Type in the name of the preset and select the resolution. You can also check “Use by default” to make the preset a default one. Click Save when you are done.
  4. If you change between several formats and/or printers, add as many presets as you need at this step.
  5. Whenever you want to print a transaction, select it, then tap the vertical ellipsis menu ( Contextmenu.PNG ) at the top-right corner of the screen and tap “Print”.


[Back to top]


Retrieved from "https://help.handifox.com/index.php?title=Reports_and_Templates&oldid=1693"