The Report Editor For PDF Design
The PDF design is still complex way for us to make it work. We dont have any drag drop feature sofar. But with help of this Report editor, you can make some good templates. All our customers building their template with help of this report editor. We also provide some samples. with that they can make changes to take effect there.
The Report Editor Page Settings interface allows users to customize the layout and formatting of reports such as sales invoices. This section provides an overview of the available settings and their functions.
Report type: This dropdown allows you to select the type of report you wish to edit or generate. Examples include "Sales Invoice," "Quotation," "Purchase Order," etc.
Paper Size Dropdown: This dropdown lets you choose the paper size for your report. Common options include A4, Letter, Legal, etc.
Template Type: This dropdown allows you to select the template.
Copy Button: The "Copy" button allows you to duplicate the current template. This is useful if you want to create a similar template with minor adjustments, without starting from scratch.When you click this button, a new template is created with the same settings, which you can then modify as needed.
Download Button : The "Download" button lets you download the current template as a file. This is useful for backing up your template or sharing it with other users or systems.
Delete Button : The "Delete" button is used to remove the current template. This action will permanently delete the template from the system.
The settings are organized into four tabs: Page Settings, Header, Particulars, and Footer. Each tab provides specific customization options, which we will explore individually below.
1.Page Settings Tab
The Page Settings tab enables you to adjust key properties of your report pages, including header and footer visibility, font settings, page orientation, and margin sizes.
- Show Header on Every Page : Checkbox to toggle the visibility of the header on all pages of the report.
- Show Footer on Every Page : Checkbox to toggle the visibility of the footer on all pages of the report.
- Set as Default Format : Checkbox to set the current layout as the default format for this type of document.
- Set as POS Receipt : Checkbox to set the format as a Point of Sale (POS) receipt style.
- Font Family : Dropdown menu to select the font family used throughout the document. Eg: "Philosopher."
- Orientation : Dropdown menu to select the page orientation. Options include "Portrait" (vertical) and "Landscape" (horizontal).
- Font Size : Slider to adjust the size of the font. The current size is set to 9.
- Line Height : Slider to adjust the line height, which controls the vertical spacing between lines of text. The current line height is set to 13.
- Show Currency Symbol : Checkbox to display the currency symbol next to monetary values in the document.
Margin Settings
Control the spacing around the edges of the report with these fields:
- Margin Top: Sets the top margin. Default is 10 units.
- Margin Bottom: Sets the bottom margin. Default is 10 units.
- Margin Right: Sets the right margin. Default is 10 units.
- Margin Left: Sets the left margin. Default is 0 units.
Particulars
Sets the Particulars define where the particular details or line items should start and end within the document layout.
2.Header Tab
In the Report Editor, the Header section allows you to customize the top part of your PDF reports, such as invoices, quotations, or delivery notes. The header typically contains key information like the company logo, name, address, and other relevant details. Here's how to configure the header:
Header Configuration Steps
Accessing the Header Tab:
In the Report Editor, select the Header tab. This tab allows you to customize the elements that appear at the top of every page in the PDF report.
Adding Content to the Header:
Text Elements: You can add text elements such as the company name, address, contact details, or any other static information. Typically, the company name is bolded and larger in size, while the address and contact details are smaller.
Images and Logos: The header often includes a company logo. You can upload an image file (e.g., PNG, JPEG) and position it within the header. Ensure the logo size is appropriate for the layout.
Dynamic Fields: Use placeholders for dynamic data, like the document title, date, or customer name, so that these fields automatically populate with the relevant information when generating the report.
Positioning and Alignment:
You can arrange the elements horizontally or vertically to fit your desired design. Common layouts include placing the logo on the left with text aligned to the right or centering all elements.
Adjust the padding and margins within the header to ensure everything is neatly aligned.
Styling the Header:
Font Selection: Choose font styles, sizes, and colors that match your brand identity.
Background Colors: If needed, apply a background color to the header area.
Borders and Dividers: Add horizontal lines or borders to separate the header from the main body of the document.
Preview and Adjust:
After configuring the header, use the preview feature to see how it will appear in the final PDF. Make any necessary adjustments to spacing, alignment, or content.
Save Settings:
Once the header is configured to your satisfaction, save the layout. You can apply this header to all documents of a specific type (e.g., invoices) or just to the current template.
The Header section in the Report Editor provides flexible tools to create a professional and branded top section for your PDFs. By carefully configuring text, images, and layout, you can ensure that every document reflects your company's identity and includes essential information at a glance.
3.Particulars Tab
The Particulars section in the Report Editor is used to customize the table layout where detailed line items, such as product descriptions, quantities, prices, taxes, and totals, are displayed. This section allows you to define column headers, adjust settings, and style the table for clarity and consistency.
Configuring the Particulars Section
Headers Configuration:
The Headers section allows you to define the columns that will appear in the particulars table. Each row represents a column header such as ITEM, DESCRIPTION, QUANTITY, PRICE, TAX, and TOTAL.
Controls Available:
Reorder (Drag icon): Use the drag icon to rearrange the order of the headers by dragging them up or down.
Visibility Toggle (Eye icon): Enable or disable the visibility of a column in the final report.
Settings (Gear icon): Configure additional settings related to the specific column.
Delete (Trash icon): Remove the column header from the table.
Settings:
- Show SNO: Enable this option to display serial numbers for each row in the particulars table.
- Show Long Description: Use this option if your item descriptions are lengthy and require wrapping to a second line.
- Show Discount on Second Line: If you offer discounts, this setting allows you to display discount information on a separate line beneath the item details.
- Separate Second Header with a Line: Adds a line separator between the first and second header rows for better visual separation.
- Hide Header Primary Title: This option allows you to hide the main title for the particulars section if you prefer a more minimalistic design.
Particulars Padding:
This setting adjusts the padding within each cell of the particulars table, creating space around the content for better readability. The padding can be adjusted in pixels.
Particular Left:
Adjust the left margin for the particulars section. This setting controls how far the particulars table is indented from the left side of the page.
Particulars Row Lines:
Configure the appearance of row lines within the table:
- Outer Lines: Enable to display borders around the entire particulars section.
- Row Lines: Toggle to show or hide horizontal lines between each row.
- Column Lines: Toggle to show or hide vertical lines between columns.
Colors and Styling:
- Odd Row Text Color: Set the text color for odd-numbered rows.
- Even Row Text Color: Set the text color for even-numbered rows.
- Odd Row Background: Define the background color for odd-numbered rows.
- Even Row Background: Define the background color for even-numbered rows.
- Header Background: Set the background color for the header row.
- Lines Color: Choose a color for the lines (borders) within the table, if enabled.
Saving and Previewing
After configuring the particulars section to your preferences, always save your settings. You can then preview the template to ensure the layout and design meet your requirements before applying the changes to the final report.
The Particulars section in the Report Editor is highly customizable, allowing you to tailor the presentation of detailed line items in your reports. By adjusting headers, settings, padding, and colors, you can create a clear and professional table layout that suits your business needs.
4.Footer Tab
The Footer section in the Report Editor allows you to customize the bottom portion of your reports. This section typically includes important information such as page numbers, signatures, disclaimers, or other standard text that should appear on every page of the report.
Footer Content:
- Text Fields: You can add various text elements to the footer, such as:
- Page Numbers: Include page numbering in the footer, which can be formatted as "Page X of Y" or simply "Page X".
- Date: Automatically insert the current date or a specific date related to the report.
- Company Information: Include the company's name, address, contact information, or any other relevant details.
- Custom Text: Add custom text like disclaimers, notes, or other instructions that should be visible on every page.
Alignment Options:
- Left, Center, Right Alignment: The footer content can be aligned to the left, center, or right of the page. This gives you control over where each piece of information appears.
- Multi-Column Layout: The footer can be divided into multiple sections (columns), allowing you to place different types of content in different areas of the footer. For example, you might have the page number on the left, a disclaimer in the center, and the date on the right.
Styling and Formatting:
- Font Family and Size: Customize the font family and size for the footer text to match the overall design of the report. This ensures consistency in branding and readability.
- Text Color: Choose the color for the footer text. This is particularly useful if you need to match specific brand colors or ensure readability against different backgrounds.
- Background Color: Set a background color for the footer section. This can help visually separate the footer from the main content of the report.
- Footer Height:
- Adjustable Footer Height: Control the height of the footer section by setting a specific value. This is useful if you need extra space for additional content or want to keep the footer compact.