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Adding New Fields to Reports

- Document for Excel Invoice Manager

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This version of the document, "Adding New Fields to Reports", was written for Excel Invoice Manager, which was now renamed to Uniform Invoice Software. For the latest version of this document, please download Uniform Invoice Software.

Fields defined in the Invoice Header database table, including those custom fields added with Database Desinger, can be added as columns to the following reports:

  • Sales Report
  • Customer Report
  • Sales Rep. Report

Fields defined in the Invoice Body database table, including those custom fields added with Database Designer, can be added as columns to the following reports:

  • Product Report

The default invoice template already includes all the commonly-used fields. However there are times that you need to add new fields to the reports. The following tutorial shows you how to add the standard field Notes to Customer Report.

  • Backup your invoice template. By backing up the template, you can easily return to a working version in case the customization is not successful.
  • Open the invoice template.
  • Switch to the report worksheet in which you will add the new field. In this case, you switch to Customer Report.
  • Disply row/column headers and grid lines. See Customizing the Invoice Template to learn how.
  • Click the cell at the end of the report header row.
  • In Excel 2000/XP/2003, click the Format Painter button on the Standard toolbar.

    If you are running Excel 2007/2010, click the Fomat Painter button on the Clipboard group of the Home ribbon.

    click the Format Painter button

  • Click the first empty cell at the end of the report header row. This copies the format to the empty cell.

    format an empty cell

  • Name the new cell oknRcNotes. In this example, oknRc is the name prefix of all the cells on the Customer Report worksheet, Notes is the field name. To name a cell, simply enter the name into the Name box at the left end of the formula bar.

    Each report has its own name prefix. For example, on the Sales Report, all the cells on the report header row start with the prefix oknRs. For a complete list of all the name prefixes of the report worksheets, please see Reference.

  • Enter a label for the newly added field/column. This could be a variety of the field name, or anything else you like. For example, for the Notes column you may like to assign it a column header "Description&qumot;.

    name the cell and assign a label

    Custom fields can be added in a similar way. For example, if you have added a custom field CustomerType to the invoice header table, simply name the new column oknRcCustomerType.

  • Adjust the width of the newly added column, if needed. If the report must be printed on standard A4 paper, you may need to hide some columns by clicking the Columns button on the worksheet.
  • Hide row/column headers and grid lines.
  • Test the report.

Click the following links to download the sample template created in this tutorial: