The Report Editor For PDF Design
The Report Editor changes what your printed documents look like — invoices, quotations, delivery notes, purchase orders. There is no drag-and-drop yet, but the tabbed settings are enough to build a proper branded template, and sample templates are supplied as a starting point.
Where to find it
Go to Reports > Reports Editor.
Choosing what to edit
| Control | What it does |
|---|---|
| Report type | Which document you are designing — Sales Invoice, Quotation, Purchase Order and so on. |
| Paper Size | A4, Letter, Legal and similar. |
| Template Type | Which template of that report type to work on. |
| Copy | Duplicates the current template with all its settings, so you can vary one without rebuilding it. |
Copy before you experiment. Editing a template that documents are already printing from means every change is live immediately, and there is no undo — a copy costs one click and saves the original.
1. Page Settings Tab
Controls the properties of the page itself — header and footer visibility, fonts, orientation and margins.
| Setting | Description |
|---|---|
| Show Header on Every Page | Repeats the header on all pages. |
| Show Footer on Every Page | Repeats the footer on all pages. |
| Set as Default Format | Makes this layout the default for this document type. |
| Set as POS Receipt | Formats the template as a point of sale receipt. |
| Font Family | The font used throughout the document. |
| Orientation | Portrait or Landscape. |
| Font Size | A slider. Default is 9. |
| Line Height | Vertical spacing between lines. Default is 13. |
| Show Currency Symbol | Prints the currency symbol beside monetary values. |
| Margin Top / Bottom / Right | Default 10 units each. |
| Margin Left | Default 0 units. |
2. Header Tab
The top of the document — your logo, company name, address and any other details that identify who issued it. This is the part customers look at first, so it carries most of the branding.
3. Particulars Tab
The line-item table in the body of the document.
| Setting | Description |
|---|---|
| Show SNO | Serial numbers against each row. |
| Show Long Description | Wraps long item descriptions onto a second line. |
| Show Discount on Second Line | Puts discount detail on its own line beneath the item. |
| Separate Second Header with a Line | Adds a rule between the two header rows. |
| Hide Header Primary Title | Drops the main title for a cleaner look. |
| Outer Lines | Borders around the whole table. |
| Row Lines | Horizontal rules between rows. |
| Column Lines | Vertical rules between columns. |
| Odd / Even Row Text Color | Alternating text colours for readability. |
4. Footer Tab
| Setting | Description |
|---|---|
| Text Fields | Page numbers ("Page X of Y" or "Page X"), the date, company information, and custom text such as disclaimers. |
| Alignment | Left, centre or right for each element. |
| Multi-Column Layout | Splits the footer into sections — page number left, disclaimer centre, date right. |
| Font Family and Size | Kept consistent with the rest of the document. |
| Text Color | Matched to your brand, and readable against the background. |
| Background Color | Separates the footer visually from the body. |
| Footer Height | Adjustable, for extra content or a compact footer. |
Building a template
- Pick the report type and paper size.
- Copy a supplied sample rather than starting from nothing.
- Set the page properties, then the header, particulars and footer.
- Print a real document to PDF and check it on paper — margins and line heights read differently printed than on screen.
- Tick Set as Default Format once you are satisfied.
Related pages
- Sales Reports — where the Balance Letter template is chosen
- Sales Invoices — the documents being designed
- Company Setup — the logo and company details