Chapter 18. Report writing
You can use HandiTrust 2015’s report designer to create customised reports and forms. You are able to:
Customise forms such as cheques, receipts, deposit slips and statements. See
“ Customising forms ” on page 128.
Copy and then modify existing reports and forms (See “ Tutorials ” on page 128)
Create your own reports and forms from scratch (See “ Tutorials ” on page 128).
To get the most out of the HandiTrust 2015 Report Writer, we recommend that you work through the Beginner and Intermediate Tutorials in that order.
Components of a report
Before you can create a meaningful report, you must firstly understand how a HandiTrust 2015 report works and where each piece of information comes from. This is described in the
"Advanced Features 2014" manual.
Operating the “Report Writer” window
HandiTrust 2015’s reports are managed from the "Report Writer" window.
1. From the Reports menu, click Edit Reports. The “Report Writer” (summary) window will open.
Figure 82: The “Report Writer” (summary) window
2.
To view or edit details
of a report, highlight the report and click View or Edit. The “Report
Writer” (detailed) window will open.
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