Report Designer - Sales Invoices

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Hi All,

I'm having a bit of a mare with the design of my new invoices. I have a couple of issues I was wondering you fine people could help me with.

1. Below is a snip of my current set up in Report Designer. We produce invoices with more than one line entry (sometimes up to 20) and for some reason when the invoice layout has run, it puts all of the line items in alphabetical order. This is not the order it is entered into Sage originally. Has anyone got any tips or tricks to stop this from happening as I'm loosing the plot.

2. When the Invoice layout has been run there seems to be significant line spaces between each line, meaning that the invoice goes over to more than one page when it could easily be produced on to one page. Does anyone have an answer to resolve this too??

Thank you all in advance.

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    Hi K.P,

    If you have SageCover Extra you could ask Sage to help you with your templates you make on report designer as they have experts who specialise in this.

    Unfortunately i tend to find the report designer has a mind of it's own so try & avoid changing too much myself.

    Cheers,

  • 0
    SUGGESTED

    Sorry coming to this a bit late. Not sure if you have resolved your issues or not yet but thought I'd respond in case you haven't and so it might help any future visitors reading this post.

    1. Ordering of data in a report/layout is dependent on 2 things -  grouping and sorting. If you apply any grouping to a report/layout then the data will be inherently sorted by the grouped filed/expression. You can also specify further ordering via Report -> Sorts but bear in mind that sorts are applied AFTER ordering applied by groups so sorts only apply within each group. Most, if not all of the out of the box invoice layouts are grouped by invoice number so will be orders by that field, and is why you see the data in the "order it is entered into Sage originally".

    If you are not seeing the data in invoice number order then it suggests you are running a custom report or have made changes to an existing one  Difficult to say for sure without actually seeing the full definition of your specific report but I'd hazard a guess that you have added a group by customer name or account ref.

    2. It's only a partial view in your screen shot but base on what I can see it looks like you do have a fair bit of extra space in the detail section with your report definition. I can't be sure if this is intentional because you have additional fields further down in the details section, or if it truly is dead space but it is definitely large than it needs to be from what I can see. The fix would simply be to resize the details section so it is smaller by either dragging the splitter for the section below it upwards or selecting the details section and changing it's height value in the properties window.

    Hope that helps