Adding Your Company Logo and Information for Report Headers


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The Report Designer department is exactly what it sounds like: it's where all Reports, Charts and Labels are created and which populate each Print menu on the Toolbars for each form and Datagrid.  The Company Logo and other information is used by reports and also by Letter Writer documents in the CRM (if available in your application).

 

Overview
Any designs you build in any of the designers are stored in the same database as your data, which means that all changes are available to all users without manually having to distribute new print options.


Many Reports created in Report Designer and Documents Designer will need the company logo, address, phones, website and email contact information. You could add this information to each report manually, but if you change any piece of company information, you would then have to edit each report design to update them.

The Company Information tab stores that information on this tab, giving a single place to edit it whenever it becomes necessary.  NOTE:  If your application has a CRM Department, this company information may also be edited on the Company Logo/Header Information tab.

Company Logo
Click the 'Browse...' button to locate a bitmap (.bmp) file image of your company logo. The image will automatically resize to fit in the preview window on the left side of the button.

Company Information
Enter your Company Name, address (with city, state & zip), phone numbers and website/email information in the textboxes below the logo.

Each of the information textboxes are displayed as separate labels on the Report Designer and separate merge fields in Documents. This is so you can format each line differently. For example, you'll probably want your company name to stand out in larger, bold text as opposed to the address, phone numbers, etc.

Using This Information In Reports
This information can be displayed on PageHeader sections in Report designs by following these steps when in the Report Designer:

1) Add a picture control to the PageHeader section that is about the size you want the logo to appear. Click on the picture control to select it, then set the following Properties in the Design section of the Properties box:
Name:                     imgLogo
PictureAlignment:   Center
SizeMode:               Zoom

2) Add four label controls to the PageHeader section in the position you want the data to appear. In the properties box, set the Font property to define the format for each line. The label that will display the Company Name should be named lblCompanyInfo1; the address label should be named lblCompanyInfo2; the phone/fax label should be named lblCompanyInfo3; and the website/email label should be named lblCompanyInfo4.

3) Click the 'Add Default Script' button on the toolbar to add the script that will run and populate these fields with the image and text when the report runs. NOTE: Please see the Report Designer topic for details on creating Report Designs.

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