Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">
HTML Wrap
classcol span_3_of_5

Not available in Accountants Office

Layouts for Flexi Reports are created using the Maintenance > Letter Writing functions.

To create your own flexi report letter layout, you need to enter three basic types of data:

Example

 

A

Name

Return Code

DOB

Gross Interest

1

#######################

##########

########

##########.##

a

#95

A101

C120

E215

UI Text Box
typetip

Remember case sensitivity.

The !! Symbols are required for reporting where you select a listing (rather than a letter or label) and are obtained by clicking [F7] at the beginning of each line in the letter.

#95 gives: surname, title, given names, and only needs one field, as above.

For each format line with hashes starting with the number 1, 2, 3, 4 or 5, you need a matching format line with field codes starting with the letter a, b, c, d or e respectively.

UI Expand
expandedtrue
titleHow to set up your own layout
  1. Select Maintenance > Letter writing > Tax Practice letters > New.

  2. Enter a code and description for your report, then click [Enter]. A blank screen is displayed.

  3. Click [F7] and the format symbol, two exclamation marks (!!), will be displayed.

  4. The status bar at the bottom of the screen should show Format instead of WP.

  5. Type in an upper case 'A', followed by the headings that you want across the top of your report, then click [Enter]. Heading lines start with A, B, C, D or E.

  6. Click [F7] again, then a '1' at the start of the new line and key in the number of hashes (#) required for each field. Separate these positions with spaces. Tip: A name field will typically need more hashes than, say, gross Interest.

  7. Start the third line with [F7] and a lower case 'a', then type the field codes, separated by commas as shown above.

  8. Click [F6] to save the layout. Your flexi report layout has been created.

How can I better manipulate my report?

In the above example, by choosing the Selection option you could restrict the report with DOB 'from' and 'to' dates.

HTML
</span>
HTML Wrap
width15%
classcol span_1_of_5
 
HTML Wrap
floatleft
classcol span_1_of_5
Panelbox
namegreen
titleRelated topics
HTML Wrap
classsidebarlinks

Flexi Reports